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 | $21,497 | $109,982-80.5% | $97,226-77.9% | $145,922-85.3% |
| Participation rate | 39.1% | 75.9%-36.8pp | 72.7%-33.6pp | 80.3%-41.1pp |
| Annual return | 11.69% | 242.90%-231.2pp | 75.13%-63.4pp | 561.29%-549.6pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $417 | $4,676-91.1% | $4,264-90.2% | $6,688-93.8% |
| Admin fee / account holder | $1,126 | $6,221-81.9% | $5,654-80.1% | $13,397-91.6% |