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 | $33,082 | $210,648-84.3% | $177,989-81.4% | $145,922-77.3% |
| Participation rate | 30.8% | 80.8%-50.0pp | 77.1%-46.3pp | 80.3%-49.5pp |
| Annual return | 8.98% | 385.86%-376.9pp | 294.48%-285.5pp | 561.29%-552.3pp |
| Employer contribution / active EE | $0 | $4,565-100.0% | $3,949-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,047 | $6,958-85.0% | $6,276-83.3% | $6,688-84.3% |
| Admin fee / account holder | $493 | $12,013-95.9% | $10,363-95.2% | $13,397-96.3% |