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 | $108,159 | $94,625+14.3% | $116,228-6.9% | $84,808+27.5% |
| Participation rate | 25.5% | 70.4%-45.0pp | 74.6%-49.1pp | 68.3%-42.8pp |
| Annual return | 14.94% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $511 | $3,972-87.1% | $4,953-89.7% | $4,212-87.9% |
| Admin fee / account holder | $6,327 | $10,091-37.3% | $11,989-47.2% | $7,344-13.9% |