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 | $42,768 | $101,724-58.0% | $164,813-74.1% | $80,856-47.1% |
| Participation rate | 29.4% | 71.8%-42.4pp | 78.6%-49.2pp | 67.6%-38.2pp |
| Annual return | 13.51% | 16.72%-3.2pp | 69.93%-56.4pp | 35.59%-22.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $672 | $4,477-85.0% | $6,031-88.9% | $4,296-84.3% |
| Admin fee / account holder | $8,236 | $8,227+0.1% | $12,690-35.1% | $6,918+19.0% |