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 | $47,935 | $98,750-51.5% | $149,696-68.0% | $79,858-40.0% |
| Participation rate | 51.4% | 75.8%-24.3pp | 82.5%-31.0pp | 69.6%-18.2pp |
| Annual return | 12.37% | 27.43%-15.1pp | 276.60%-264.2pp | 31.71%-19.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,794 | $5,680-68.4% | $6,842-73.8% | $3,740-52.0% |
| Admin fee / account holder | $3,718 | $6,053-38.6% | $9,309-60.1% | $5,306-29.9% |