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 | $42,745 | $98,240-56.5% | $82,313-48.1% | $147,584-71.0% |
| Participation rate | 36.8% | 79.7%-42.9pp | 76.9%-40.1pp | 82.8%-46.0pp |
| Annual return | 14.76% | 30.85%-16.1pp | 25.88%-11.1pp | 578.55%-563.8pp |
| Employer contribution / active EE | $0 | $3,192-100.0% | $2,428-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $593 | $4,383-86.5% | $3,706-84.0% | $5,439-89.1% |
| Admin fee / account holder | $20,750 | $8,563+142.3% | $5,608+270.0% | $10,885+90.6% |