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 | $36,561 | $99,918-63.4% | $81,382-55.1% | $145,922-74.9% |
| Participation rate | 14.3% | 74.2%-59.9pp | 69.5%-55.2pp | 80.3%-66.0pp |
| Annual return | 10.11% | 34.32%-24.2pp | 24.73%-14.6pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $2,978-100.0% | $2,463-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $293 | $4,605-93.6% | $3,883-92.5% | $6,688-95.6% |
| Admin fee / account holder | $2,598 | $8,212-68.4% | $5,768-55.0% | $13,397-80.6% |