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 | $41,456 | $91,019-54.5% | $392,568-89.4% | $72,985-43.2% |
| Participation rate | 62.1% | 74.4%-12.3pp | 78.1%-16.0pp | 69.5%-7.4pp |
| Annual return | 29.04% | 20.00%+9.0pp | 24.42%+4.6pp | 81.00%-52.0pp |
| Employer contribution / active EE | $0 | $2,751-100.0% | $3,783-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,538 | $4,570-66.3% | $5,985-74.3% | $3,607-57.4% |
| Admin fee / account holder | $6,777 | $4,895+38.4% | $6,260+8.3% | $5,124+32.2% |