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 | $51,877 | $127,777-59.4% | $106,548-51.3% | $167,490-69.0% |
| Participation rate | 23.5% | 78.3%-54.7pp | 76.1%-52.6pp | 82.1%-58.6pp |
| Annual return | 8.59% | 33.87%-25.3pp | 26.80%-18.2pp | 478.56%-470.0pp |
| Employer contribution / active EE | $0 | $3,427-100.0% | $2,819-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $646 | $5,087-87.3% | $4,398-85.3% | $6,341-89.8% |
| Admin fee / account holder | $14,210 | $11,228+26.6% | $7,407+91.8% | $12,309+15.4% |