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 | $79,688 | $70,428+13.1% | $96,562-17.5% | $85,850-7.2% |
| Participation rate | 18.1% | 61.8%-43.8pp | 69.8%-51.8pp | 69.3%-51.3pp |
| Annual return | 11.23% | 18.59%-7.4pp | 37.78%-26.6pp | 318.53%-307.3pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,162 | $2,894-59.8% | $3,849-69.8% | $3,952-70.6% |
| Admin fee / account holder | $16,159 | $4,997+223.4% | $6,181+161.4% | $6,260+158.1% |