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 | $70,593 | $65,561+7.7% | $86,188-18.1% | $75,163-6.1% |
| Participation rate | 46.0% | 60.5%-14.5pp | 69.0%-23.0pp | 67.2%-21.2pp |
| Annual return | 14.53% | 46.05%-31.5pp | 1168.45%-1153.9pp | 160.62%-146.1pp |
| Employer contribution / active EE | $443 | $1,553-71.5% | $2,380-81.4% | $2,670-83.4% |
| Participant deferral / active EE | $1,174 | $3,024-61.2% | $3,985-70.5% | $4,125-71.5% |
| Admin fee / account holder | $2,530 | $5,474-53.8% | $6,852-63.1% | $5,651-55.2% |