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 | $67,903 | $91,552-25.8% | $133,956-49.3% | $79,858-15.0% |
| Participation rate | 30.4% | 73.3%-42.9pp | 79.8%-49.4pp | 69.6%-39.2pp |
| Annual return | 13.49% | 61.85%-48.4pp | 45.09%-31.6pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $319 | $3,733-91.4% | $5,048-93.7% | $3,740-91.5% |
| Admin fee / account holder | $4,455 | $6,321-29.5% | $8,927-50.1% | $5,306-16.0% |