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 | $60,247 | $89,355-32.6% | $141,162-57.3% | $72,985-17.5% |
| Participation rate | 52.9% | 75.1%-22.2pp | 82.5%-29.5pp | 69.5%-16.5pp |
| Annual return | 22.66% | 111.85%-89.2pp | 71.39%-48.7pp | 81.00%-58.3pp |
| Employer contribution / active EE | $0 | $3,114-100.0% | $4,735-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,735 | $5,418-68.0% | $6,709-74.1% | $3,607-51.9% |
| Admin fee / account holder | $737 | $5,958-87.6% | $10,261-92.8% | $5,124-85.6% |