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 | $34,664 | $190,805-81.8% | $159,960-78.3% | $134,475-74.2% |
| Participation rate | 66.7% | 81.9%-15.3pp | 78.0%-11.3pp | 81.2%-14.6pp |
| Annual return | 100.04% | 552.23%-452.2pp | 408.60%-308.6pp | 417.96%-317.9pp |
| Employer contribution / active EE | $797 | $4,995-84.0% | $4,226-81.1% | $4,740-83.2% |
| Participant deferral / active EE | $914 | $6,923-86.8% | $6,182-85.2% | $6,400-85.7% |
| Admin fee / account holder | $1,419 | $10,471-86.4% | $8,698-83.7% | $11,426-87.6% |