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 | $30,562 | $90,348-66.2% | $75,972-59.8% | $145,922-79.1% |
| Participation rate | 40.0% | 74.5%-34.5pp | 69.1%-29.1pp | 80.3%-40.3pp |
| Annual return | 10.74% | 620.88%-610.1pp | 359.55%-348.8pp | 561.29%-550.5pp |
| Employer contribution / active EE | $0 | $3,311-100.0% | $2,685-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $854 | $5,162-83.5% | $4,255-79.9% | $6,688-87.2% |
| Admin fee / account holder | $2,969 | $8,467-64.9% | $6,467-54.1% | $13,397-77.8% |