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 | $41,365 | $70,756-41.5% | $65,493-36.8% | $142,382-70.9% |
| Participation rate | 33.3% | 77.4%-44.0pp | 73.1%-39.8pp | 80.1%-46.8pp |
| Annual return | 11.92% | 1754.89%-1743.0pp | 982.45%-970.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $520 | $2,881-81.9% | $2,574-79.8% | $4,299-87.9% |
| Participant deferral / active EE | $624 | $4,637-86.5% | $3,961-84.2% | $6,507-90.4% |
| Admin fee / account holder | $8,350 | $6,559+27.3% | $5,028+66.1% | $12,624-33.9% |