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 | $47,419 | $100,773-52.9% | $88,946-46.7% | $142,382-66.7% |
| Participation rate | 22.2% | 74.3%-52.1pp | 68.8%-46.6pp | 80.1%-57.9pp |
| Annual return | 12.56% | 70.18%-57.6pp | 57.82%-45.3pp | 217.08%-204.5pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $366 | $5,230-93.0% | $4,581-92.0% | $6,507-94.4% |
| Admin fee / account holder | $11,242 | $9,693+16.0% | $8,261+36.1% | $12,624-10.9% |