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 | $59,444 | $91,552-35.1% | $133,956-55.6% | $79,858-25.6% |
| Participation rate | 27.8% | 73.3%-45.6pp | 79.8%-52.1pp | 69.6%-41.9pp |
| Annual return | 18.91% | 61.85%-42.9pp | 45.09%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $862 | $3,733-76.9% | $5,048-82.9% | $3,740-77.0% |
| Admin fee / account holder | $919 | $6,321-85.5% | $8,927-89.7% | $5,306-82.7% |