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 | $118,556 | $65,409+81.3% | $98,442+20.4% | $85,850+38.1% |
| Participation rate | 6.3% | 65.0%-58.7pp | 73.3%-67.1pp | 69.3%-63.1pp |
| Annual return | 12.99% | 21.76%-8.8pp | 1492.73%-1479.7pp | 318.53%-305.5pp |
| Employer contribution / active EE | $231 | $2,168-89.4% | $2,960-92.2% | $2,565-91.0% |
| Participant deferral / active EE | $514 | $3,166-83.8% | $4,276-88.0% | $3,952-87.0% |
| Admin fee / account holder | $103,892 | $4,593+2162.1% | $5,949+1646.3% | $6,260+1559.6% |