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 | $58,519 | $103,376-43.4% | $87,100-32.8% | $152,861-61.7% |
| Participation rate | 65.0% | 79.3%-14.3pp | 76.9%-11.9pp | 82.4%-17.4pp |
| Annual return | 14.33% | 28.10%-13.8pp | 28.19%-13.9pp | 345.32%-331.0pp |
| Employer contribution / active EE | $0 | $3,220-100.0% | $2,521-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,208 | $4,778-74.7% | $4,049-70.2% | $5,850-79.4% |
| Admin fee / account holder | $14,954 | $12,205+22.5% | $7,497+99.5% | $11,596+29.0% |