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 7-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 | $51,570 | $24,730+108.5% | $66,042-21.9% | $84,808-39.2% |
| Participation rate | 21.1% | 68.1%-47.0pp | 67.5%-46.5pp | 68.3%-47.3pp |
| Annual return | 15.97% | 79.55%-63.6pp | 52.11%-36.1pp | 40.90%-24.9pp |
| Employer contribution / active EE | $0 | $857-100.0% | $1,579-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $586 | $1,737-66.2% | $2,835-79.3% | $4,212-86.1% |
| Admin fee / account holder | $3,270 | $3,014+8.5% | $5,747-43.1% | $7,344-55.5% |