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 | $78,865 | $105,859-25.5% | $90,160-12.5% | $147,584-46.6% |
| Participation rate | 44.4% | 79.7%-35.3pp | 76.9%-32.4pp | 82.8%-38.4pp |
| Annual return | 10.55% | 37.63%-27.1pp | 34.88%-24.3pp | 578.55%-568.0pp |
| Employer contribution / active EE | $710 | $4,126-82.8% | $3,318-78.6% | $4,876-85.4% |
| Participant deferral / active EE | $1,045 | $5,733-81.8% | $5,288-80.2% | $5,439-80.8% |
| Admin fee / account holder | $23,983 | $8,046+198.1% | $5,943+303.5% | $10,885+120.3% |