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 | $37,178 | $197,591-81.2% | $177,821-79.1% | $158,922-76.6% |
| Participation rate | 44.4% | 88.5%-44.1pp | 87.7%-43.3pp | 82.0%-37.5pp |
| Annual return | 9.88% | 58.76%-48.9pp | 48.32%-38.4pp | 302.83%-292.9pp |
| Employer contribution / active EE | $0 | $6,697-100.0% | $5,918-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,311 | $8,405-84.4% | $7,714-83.0% | $5,982-78.1% |
| Admin fee / account holder | $4,153 | $15,399-73.0% | $12,427-66.6% | $11,246-63.1% |