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 | $93,388 | $124,319-24.9% | $111,297-16.1% | $167,490-44.2% |
| Participation rate | 36.4% | 79.6%-43.3pp | 77.3%-40.9pp | 82.1%-45.7pp |
| Annual return | 18.14% | 37.44%-19.3pp | 54.65%-36.5pp | 478.56%-460.4pp |
| Employer contribution / active EE | $0 | $3,435-100.0% | $2,731-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $538 | $5,180-89.6% | $4,487-88.0% | $6,341-91.5% |
| Admin fee / account holder | $1,512 | $10,618-85.8% | $7,964-81.0% | $12,309-87.7% |