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 | $72,867 | $99,985-27.1% | $146,665-50.3% | $85,850-15.1% |
| Participation rate | 41.0% | 73.1%-32.0pp | 80.1%-39.0pp | 69.3%-28.3pp |
| Annual return | 27.14% | 18.93%+8.2pp | 22.74%+4.4pp | 318.53%-291.4pp |
| Employer contribution / active EE | $0 | $2,559-100.0% | $4,136-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,608 | $4,006-59.9% | $5,506-70.8% | $3,952-59.3% |
| Admin fee / account holder | $902 | $7,702-88.3% | $10,280-91.2% | $6,260-85.6% |