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 | $96,687 | $227,553-57.5% | $189,557-49.0% | $167,490-42.3% |
| Participation rate | 26.7% | 82.5%-55.8pp | 78.4%-51.8pp | 82.1%-55.4pp |
| Annual return | 12.04% | 78.40%-66.4pp | 64.17%-52.1pp | 478.56%-466.5pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,412-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $501 | $7,002-92.8% | $6,174-91.9% | $6,341-92.1% |
| Admin fee / account holder | $4,200 | $11,878-64.6% | $9,807-57.2% | $12,309-65.9% |