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 | $19,501 | $105,998-81.6% | $92,233-78.9% | $147,584-86.8% |
| Participation rate | 34.8% | 80.4%-45.6pp | 76.5%-41.7pp | 82.8%-48.0pp |
| Annual return | 14.29% | 50.05%-35.8pp | 176.28%-162.0pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,249 | $4,333-48.1% | $3,679-38.9% | $4,876-53.9% |
| Participant deferral / active EE | $425 | $4,478-90.5% | $3,897-89.1% | $5,439-92.2% |
| Admin fee / account holder | $9,238 | $6,332+45.9% | $5,194+77.9% | $10,885-15.1% |