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 | $34,149 | $95,416-64.2% | $185,823-81.6% | $85,850-60.2% |
| Participation rate | 69.8% | 68.8%+1.0pp | 81.7%-11.9pp | 69.3%+0.5pp |
| Annual return | 30.92% | 23.59%+7.3pp | 122.05%-91.1pp | 318.53%-287.6pp |
| Employer contribution / active EE | $1,608 | $3,314-51.5% | $5,167-68.9% | $2,565-37.3% |
| Participant deferral / active EE | $778 | $3,423-77.3% | $5,568-86.0% | $3,952-80.3% |
| Admin fee / account holder | $4,214 | $7,213-41.6% | $16,237-74.0% | $6,260-32.7% |