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 | $48,680 | $162,322-70.0% | $135,903-64.2% | - |
| Participation rate | 4.0% | 71.5%-67.5pp | 81.9%-77.9pp | - |
| Annual return | 12.23% | 15.15%-2.9pp | 68.23%-56.0pp | - |
| Employer contribution / active EE | $0 | $3,400-100.0% | $4,856-100.0% | - |
| Participant deferral / active EE | $2,140 | $5,722-62.6% | $7,758-72.4% | - |
| Admin fee / account holder | $8,675 | $23,877-63.7% | $10,762-19.4% | - |