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 | $111,045 | $112,300-1.1% | $90,223+23.1% | $125,391-11.4% |
| Participation rate | 36.4% | 82.9%-46.5pp | 79.0%-42.7pp | 83.2%-46.8pp |
| Annual return | 0.21% | -0.57%+0.8pp | 1.31%-1.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $0 | $5,181-100.0% | $4,378-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $751 | $6,733-88.8% | $5,792-87.0% | $5,352-86.0% |
| Admin fee / account holder | $5,914 | $10,990-46.2% | $7,406-20.1% | $9,540-38.0% |