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 4-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 | $73,437 | $117,841-37.7% | $102,423-28.3% | $145,922-49.7% |
| Participation rate | 36.8% | 78.6%-41.7pp | 76.5%-39.6pp | 80.3%-43.4pp |
| Annual return | 13.39% | 31.65%-18.3pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $615 | $5,731-89.3% | $5,053-87.8% | $6,688-90.8% |
| Admin fee / account holder | $14,870 | $13,326+11.6% | $9,451+57.3% | $13,397+11.0% |