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 | $50,373 | $54,701-7.9% | $86,188-41.6% | $71,457-29.5% |
| Participation rate | 25.1% | 60.1%-35.0pp | 69.0%-43.8pp | 67.9%-42.8pp |
| Annual return | 18.43% | 20.06%-1.6pp | 1168.45%-1150.0pp | 28.85%-10.4pp |
| Employer contribution / active EE | $461 | $1,265-63.5% | $2,380-80.6% | $2,588-82.2% |
| Participant deferral / active EE | $971 | $3,108-68.8% | $3,985-75.6% | $4,289-77.4% |
| Admin fee / account holder | $1,615 | $1,922-16.0% | $6,852-76.4% | $1,587+1.7% |