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 | $14,754 | $53,822-72.6% | $75,696-80.5% | $85,850-82.8% |
| Participation rate | 40.9% | 69.1%-28.2pp | 74.8%-33.9pp | 69.3%-28.4pp |
| Annual return | 26.42% | 24.54%+1.9pp | 104.53%-78.1pp | 318.53%-292.1pp |
| Employer contribution / active EE | $969 | $2,017-51.9% | $2,743-64.7% | $2,565-62.2% |
| Participant deferral / active EE | $644 | $2,895-77.8% | $3,821-83.2% | $3,952-83.7% |
| Admin fee / account holder | $4,067 | $3,343+21.7% | $3,619+12.4% | $6,260-35.0% |