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 | $65,336 | $78,672-17.0% | $109,143-40.1% | $85,850-23.9% |
| Participation rate | 0.0% | 68.3%-68.3pp | 75.9%-75.9pp | 69.3%-69.3pp |
| Annual return | 19.25% | 25.09%-5.8pp | 25.75%-6.5pp | 318.53%-299.3pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $908 | $3,467-73.8% | $4,653-80.5% | $3,952-77.0% |
| Admin fee / account holder | $2,575 | $5,469-52.9% | $6,752-61.9% | $6,260-58.9% |