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 | $56,841 | $100,852-43.6% | $90,404-37.1% | $158,922-64.2% |
| Participation rate | 21.7% | 75.0%-53.3pp | 72.7%-50.9pp | 82.0%-60.2pp |
| Annual return | 35.16% | 1724.20%-1689.0pp | 1293.02%-1257.9pp | 302.83%-267.7pp |
| Employer contribution / active EE | $473 | $3,689-87.2% | $3,262-85.5% | $4,761-90.1% |
| Participant deferral / active EE | $746 | $4,348-82.9% | $3,963-81.2% | $5,982-87.5% |
| Admin fee / account holder | $13,185 | $6,501+102.8% | $5,611+135.0% | $11,246+17.2% |