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 | $162,983 | $180,449-9.7% | $154,107+5.8% | $135,375+20.4% |
| Participation rate | 30.4% | 87.4%-57.0pp | 83.0%-52.6pp | 82.6%-52.2pp |
| Annual return | -5.46% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,154 | $5,806-80.1% | $5,081-77.3% | $5,609-79.4% |
| Admin fee / account holder | $8,285 | $16,143-48.7% | $13,411-38.2% | $10,827-23.5% |