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 | $73,800 | $124,281-40.6% | $109,143-32.4% | $167,490-55.9% |
| Participation rate | 39.1% | 79.4%-40.3pp | 75.9%-36.7pp | 82.1%-43.0pp |
| Annual return | 10.40% | 26.04%-15.6pp | 25.75%-15.4pp | 478.56%-468.2pp |
| Employer contribution / active EE | $0 | $4,207-100.0% | $3,722-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,246 | $5,255-76.3% | $4,653-73.2% | $6,341-80.4% |
| Admin fee / account holder | $8,314 | $7,970+4.3% | $6,752+23.1% | $12,309-32.5% |