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 | $105,187 | $133,922-21.5% | $116,228-9.5% | $142,382-26.1% |
| Participation rate | 9.1% | 77.9%-68.8pp | 74.6%-65.5pp | 80.1%-71.0pp |
| Annual return | 15.52% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.6pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $771 | $5,672-86.4% | $4,953-84.4% | $6,507-88.2% |
| Admin fee / account holder | $32,706 | $14,945+118.8% | $11,989+172.8% | $12,624+159.1% |