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 | $65,302 | $86,286-24.3% | $111,297-41.3% | $85,850-23.9% |
| Participation rate | 37.8% | 73.3%-35.5pp | 77.3%-39.5pp | 69.3%-31.5pp |
| Annual return | 12.55% | 19.99%-7.4pp | 54.65%-42.1pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,043-100.0% | $2,731-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $295 | $3,641-91.9% | $4,487-93.4% | $3,952-92.5% |
| Admin fee / account holder | $401 | $8,188-95.1% | $7,964-95.0% | $6,260-93.6% |