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 | $30,954 | $152,587-79.7% | $125,175-75.3% | $152,861-79.8% |
| Participation rate | 29.4% | 83.3%-53.9pp | 79.8%-50.4pp | 82.4%-53.0pp |
| Annual return | 15.10% | 54.84%-39.7pp | 43.79%-28.7pp | 345.32%-330.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $271 | $5,868-95.4% | $4,937-94.5% | $5,850-95.4% |
| Admin fee / account holder | $574 | $13,434-95.7% | $9,702-94.1% | $11,596-95.1% |