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 | $71,054 | $179,726-60.5% | $156,263-54.5% | $142,382-50.1% |
| Participation rate | 23.5% | 82.1%-58.5pp | 78.9%-55.4pp | 80.1%-56.6pp |
| Annual return | 12.24% | 77.86%-65.6pp | 59.47%-47.2pp | 217.08%-204.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $441 | $6,956-93.7% | $6,158-92.8% | $6,507-93.2% |
| Admin fee / account holder | $1,477 | $17,272-91.5% | $14,255-89.6% | $12,624-88.3% |