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 | $181,282 | $95,803+89.2% | $113,168+60.2% | $84,808+113.8% |
| Participation rate | 3.6% | 72.9%-69.3pp | 76.6%-73.0pp | 68.3%-64.7pp |
| Annual return | 13.37% | 25.00%-11.6pp | 24.27%-10.9pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $53 | $4,242-98.7% | $5,107-99.0% | $4,212-98.7% |
| Admin fee / account holder | $2,554 | $8,989-71.6% | $12,068-78.8% | $7,344-65.2% |