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 | $121,043 | $362,131-66.6% | $285,549-57.6% | $357,791-66.2% |
| Participation rate | 14.3% | 89.8%-75.6pp | 83.2%-68.9pp | 85.6%-71.3pp |
| Annual return | 20.71% | 5.08%+15.6pp | 7.15%+13.6pp | 396.79%-376.1pp |
| Employer contribution / active EE | $0 | $5,952-100.0% | $5,022-100.0% | $7,508-100.0% |
| Participant deferral / active EE | $86 | $5,478-98.4% | $4,549-98.1% | $5,521-98.4% |
| Admin fee / account holder | $1,593 | $16,774-90.5% | $13,934-88.6% | $28,387-94.4% |