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 | $46,730 | $51,576-9.4% | $129,207-63.8% | $80,856-42.2% |
| Participation rate | 11.1% | 57.0%-45.9pp | 69.6%-58.5pp | 67.6%-56.5pp |
| Annual return | 24.29% | 20.81%+3.5pp | 9417.33%-9393.0pp | 35.59%-11.3pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $376 | $2,669-85.9% | $4,168-91.0% | $4,296-91.3% |
| Admin fee / account holder | $5,170 | $4,305+20.1% | $7,715-33.0% | $6,918-25.3% |