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 | $39,191 | $209,411-81.3% | $178,490-78.0% | $158,922-75.3% |
| Participation rate | 43.8% | 86.3%-42.6pp | 81.9%-38.2pp | 82.0%-38.2pp |
| Annual return | 29.46% | 188.75%-159.3pp | 151.07%-121.6pp | 302.83%-273.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $234 | $5,954-96.1% | $5,202-95.5% | $5,982-96.1% |
| Admin fee / account holder | $1,507 | $17,074-91.2% | $13,984-89.2% | $11,246-86.6% |