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 | $82,857 | $89,588-7.5% | $136,007-39.1% | $77,643+6.7% |
| Participation rate | 33.3% | 74.3%-41.0pp | 76.5%-43.1pp | 70.6%-37.2pp |
| Annual return | 97.24% | 17.42%+79.8pp | 579.32%-482.1pp | 31.24%+66.0pp |
| Employer contribution / active EE | $1,128 | $3,491-67.7% | $4,217-73.2% | $2,726-58.6% |
| Participant deferral / active EE | $2,224 | $5,591-60.2% | $7,025-68.3% | $4,647-52.1% |
| Admin fee / account holder | $14,502 | $539+2591.3% | $6,858+111.5% | $430+3269.3% |