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 | $46,069 | $121,625-62.1% | $104,607-56.0% | $158,922-71.0% |
| Participation rate | 66.7% | 77.5%-10.9pp | 74.1%-7.4pp | 82.0%-15.3pp |
| Annual return | 7.42% | 465.26%-457.8pp | 340.46%-333.0pp | 302.83%-295.4pp |
| Employer contribution / active EE | $423 | $3,163-86.6% | $2,681-84.2% | $4,761-91.1% |
| Participant deferral / active EE | $423 | $4,177-89.9% | $3,740-88.7% | $5,982-92.9% |
| Admin fee / account holder | $2,671 | $7,787-65.7% | $6,473-58.7% | $11,246-76.2% |