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 | $43,378 | $117,841-63.2% | $102,423-57.6% | $145,922-70.3% |
| Participation rate | 22.7% | 78.6%-55.9pp | 76.5%-53.8pp | 80.3%-57.5pp |
| Annual return | 10.10% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.2pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $961 | $5,731-83.2% | $5,053-81.0% | $6,688-85.6% |
| Admin fee / account holder | $1,336 | $13,326-90.0% | $9,451-85.9% | $13,397-90.0% |