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 | $91,060 | $115,882-21.4% | $100,516-9.4% | $158,922-42.7% |
| Participation rate | 41.7% | 81.6%-39.9pp | 79.4%-37.7pp | 82.0%-40.3pp |
| Annual return | 9.77% | 34.79%-25.0pp | 30.89%-21.1pp | 302.83%-293.1pp |
| Employer contribution / active EE | $411 | $4,103-90.0% | $3,418-88.0% | $4,761-91.4% |
| Participant deferral / active EE | $1,165 | $6,674-82.5% | $6,270-81.4% | $5,982-80.5% |
| Admin fee / account holder | $29,481 | $10,995+168.1% | $8,081+264.8% | $11,246+162.2% |