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 | $18,107 | $175,202-89.7% | $149,673-87.9% | $139,434-87.0% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 39.31% | 166.71%-127.4pp | 134.42%-95.1pp | 372.94%-333.6pp |
| Employer contribution / active EE | $1,750 | $5,474-68.0% | $4,818-63.7% | $4,751-63.2% |
| Participant deferral / active EE | $1,409 | $6,519-78.4% | $5,680-75.2% | $6,710-79.0% |
| Admin fee / account holder | $621 | $16,150-96.2% | $13,210-95.3% | $11,403-94.6% |