See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,229 | $103,376-47.5% | $87,100-37.7% | $152,861-64.5% |
| Participation rate | 37.5% | 79.3%-41.8pp | 76.9%-39.4pp | 82.4%-44.9pp |
| Annual return | 20.02% | 28.10%-8.1pp | 28.19%-8.2pp | 345.32%-325.3pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $872 | $4,778-81.8% | $4,049-78.5% | $5,850-85.1% |
| Admin fee / account holder | $1,401 | $12,205-88.5% | $7,497-81.3% | $11,596-87.9% |