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 | $69,469 | $63,346+9.7% | $92,233-24.7% | $70,131-0.9% |
| Participation rate | 21.8% | 68.7%-46.8pp | 76.5%-54.6pp | 69.5%-47.7pp |
| Annual return | 16.60% | 530.12%-513.5pp | 176.28%-159.7pp | 73.14%-56.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,096 | $2,854-61.6% | $3,897-71.9% | $3,332-67.1% |
| Admin fee / account holder | $1,905 | $3,840-50.4% | $5,194-63.3% | $4,645-59.0% |