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 | $62,379 | $98,750-36.8% | $149,696-58.3% | $79,858-21.9% |
| Participation rate | 56.5% | 75.8%-19.3pp | 82.5%-26.0pp | 69.6%-13.1pp |
| Annual return | 13.40% | 27.43%-14.0pp | 276.60%-263.2pp | 31.71%-18.3pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,837 | $5,680-67.7% | $6,842-73.2% | $3,740-50.9% |
| Admin fee / account holder | $4,503 | $6,053-25.6% | $9,309-51.6% | $5,306-15.1% |