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 | $77,703 | $70,428+10.3% | $96,562-19.5% | $85,850-9.5% |
| Participation rate | 10.9% | 61.8%-50.9pp | 69.8%-58.9pp | 69.3%-58.4pp |
| Annual return | 14.76% | 18.59%-3.8pp | 37.78%-23.0pp | 318.53%-303.8pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $341 | $2,894-88.2% | $3,849-91.1% | $3,952-91.4% |
| Admin fee / account holder | $3,869 | $4,997-22.6% | $6,181-37.4% | $6,260-38.2% |