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 | $57,339 | $117,841-51.3% | $102,423-44.0% | $145,922-60.7% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.5pp |
| Annual return | 12.42% | 31.65%-19.2pp | 29.32%-16.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $508 | $5,731-91.1% | $5,053-90.0% | $6,688-92.4% |
| Admin fee / account holder | $313 | $13,326-97.7% | $9,451-96.7% | $13,397-97.7% |