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 | $69,995 | $48,570+44.1% | $130,648-46.4% | $72,985-4.1% |
| Participation rate | 54.3% | 58.6%-4.2pp | 71.7%-17.4pp | 69.5%-15.1pp |
| Annual return | 17.32% | 38.63%-21.3pp | 1708.96%-1691.6pp | 81.00%-63.7pp |
| Employer contribution / active EE | $0 | $1,334-100.0% | $4,092-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $748 | $2,384-68.6% | $3,603-79.2% | $3,607-79.3% |
| Admin fee / account holder | $14,852 | $3,549+318.5% | $5,464+171.8% | $5,124+189.8% |