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 | $47,075 | $138,347-66.0% | $184,203-74.4% | $80,856-41.8% |
| Participation rate | 42.9% | 83.9%-41.0pp | 86.8%-44.0pp | 67.6%-24.8pp |
| Annual return | 12.95% | 20.02%-7.1pp | 28.81%-15.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $6,427-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,346 | $7,071-81.0% | $9,131-85.3% | $4,296-68.7% |
| Admin fee / account holder | $2,436 | $10,483-76.8% | $13,901-82.5% | $6,918-64.8% |