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 | $31,318 | $95,266-67.1% | $82,389-62.0% | $142,382-78.0% |
| Participation rate | 13.3% | 74.5%-61.1pp | 69.5%-56.2pp | 80.1%-66.8pp |
| Annual return | 17.33% | 25.74%-8.4pp | 28.67%-11.3pp | 217.08%-199.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $488 | $4,809-89.9% | $4,155-88.3% | $6,507-92.5% |
| Admin fee / account holder | $2,825 | $8,563-67.0% | $7,231-60.9% | $12,624-77.6% |