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 | $35,822 | $165,984-78.4% | $164,813-78.3% | $145,922-75.5% |
| Participation rate | 16.7% | 82.0%-65.3pp | 78.6%-61.9pp | 80.3%-63.6pp |
| Annual return | 14.58% | 100.03%-85.5pp | 69.93%-55.3pp | 561.29%-546.7pp |
| Employer contribution / active EE | $0 | $5,273-100.0% | $4,341-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,753 | $6,959-74.8% | $6,031-70.9% | $6,688-73.8% |
| Admin fee / account holder | $12,744 | $16,648-23.4% | $12,690+0.4% | $13,397-4.9% |