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 | $139,298 | $179,726-22.5% | $156,263-10.9% | $142,382-2.2% |
| Participation rate | 37.5% | 82.1%-44.6pp | 78.9%-41.4pp | 80.1%-42.6pp |
| Annual return | 15.32% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $0 | $5,069-100.0% | $4,333-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $887 | $6,956-87.2% | $6,158-85.6% | $6,507-86.4% |
| Admin fee / account holder | $12,990 | $17,272-24.8% | $14,255-8.9% | $12,624+2.9% |