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 | $25,421 | $105,998-76.0% | $92,233-72.4% | $147,584-82.8% |
| Participation rate | 11.1% | 80.4%-69.3pp | 76.5%-65.4pp | 82.8%-71.7pp |
| Annual return | 13.94% | 50.05%-36.1pp | 176.28%-162.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $4,069 | $4,333-6.1% | $3,679+10.6% | $4,876-16.6% |
| Participant deferral / active EE | $802 | $4,478-82.1% | $3,897-79.4% | $5,439-85.3% |
| Admin fee / account holder | $12,629 | $6,332+99.4% | $5,194+143.2% | $10,885+16.0% |