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 | $37,387 | $118,450-68.4% | $98,439-62.0% | $139,434-73.2% |
| Participation rate | 43.8% | 77.4%-33.7pp | 75.2%-31.4pp | 80.3%-36.6pp |
| Annual return | 13.59% | 18.94%-5.3pp | 21.16%-7.6pp | 372.94%-359.4pp |
| Employer contribution / active EE | $0 | $3,609-100.0% | $3,048-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,210 | $5,392-77.6% | $4,738-74.5% | $6,710-82.0% |
| Admin fee / account holder | $11,501 | $14,026-18.0% | $8,948+28.5% | $11,403+0.9% |