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 8-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 | $57,695 | $135,952-57.6% | $123,892-53.4% | $273,961-78.9% |
| Participation rate | 45.5% | 84.1%-38.6pp | 81.4%-36.0pp | 83.0%-37.6pp |
| Annual return | 9.59% | 56.63%-47.0pp | 47.52%-37.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,617-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,590 | $6,343-74.9% | $5,984-73.4% | $5,287-69.9% |
| Admin fee / account holder | $27,461 | $9,817+179.7% | $8,357+228.6% | $10,132+171.0% |