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 | $25,344 | $98,750-74.3% | $149,696-83.1% | $79,858-68.3% |
| Participation rate | 44.0% | 75.8%-31.8pp | 82.5%-38.5pp | 69.6%-25.6pp |
| Annual return | 45.11% | 27.43%+17.7pp | 276.60%-231.5pp | 31.71%+13.4pp |
| Employer contribution / active EE | $1,197 | $3,216-62.8% | $4,644-74.2% | $2,471-51.5% |
| Participant deferral / active EE | $2,151 | $5,680-62.1% | $6,842-68.6% | $3,740-42.5% |
| Admin fee / account holder | $7,099 | $6,053+17.3% | $9,309-23.7% | $5,306+33.8% |