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 8-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 | $58,403 | $24,730+136.2% | $66,042-11.6% | $84,808-31.1% |
| Participation rate | 17.1% | 68.1%-50.9pp | 67.5%-50.4pp | 68.3%-51.2pp |
| Annual return | 18.68% | 79.55%-60.9pp | 52.11%-33.4pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,100 | $857+28.4% | $1,579-30.3% | $2,631-58.2% |
| Participant deferral / active EE | $594 | $1,737-65.8% | $2,835-79.0% | $4,212-85.9% |
| Admin fee / account holder | $1,714 | $3,014-43.1% | $5,747-70.2% | $7,344-76.7% |