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 | $44,142 | $53,516-17.5% | $126,539-65.1% | $84,808-48.0% |
| Participation rate | 23.1% | 58.2%-35.2pp | 69.8%-46.7pp | 68.3%-45.2pp |
| Annual return | 13.35% | 58.34%-45.0pp | 425.95%-412.6pp | 40.90%-27.5pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $402 | $2,671-84.9% | $4,083-90.1% | $4,212-90.4% |
| Admin fee / account holder | $786 | $4,497-82.5% | $6,065-87.0% | $7,344-89.3% |