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 | $90,281 | $104,907-13.9% | $84,611+6.7% | $152,861-40.9% |
| Participation rate | 43.8% | 74.8%-31.1pp | 68.2%-24.5pp | 82.4%-38.7pp |
| Annual return | 16.56% | 373.79%-357.2pp | 258.74%-242.2pp | 345.32%-328.8pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $309 | $4,688-93.4% | $3,899-92.1% | $5,850-94.7% |
| Admin fee / account holder | $58,736 | $6,241+841.2% | $4,912+1095.7% | $11,596+406.5% |