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 | $50,421 | $30,588+64.8% | $53,898-6.4% | $85,563-41.1% |
| Participation rate | 6.6% | 26.3%-19.8pp | 55.0%-48.4pp | 66.0%-59.4pp |
| Annual return | 14.32% | 50.42%-36.1pp | 528.60%-514.3pp | 31.51%-17.2pp |
| Employer contribution / active EE | $155 | $436-64.5% | $932-83.4% | $2,654-94.2% |
| Participant deferral / active EE | $168 | $848-80.2% | $1,826-90.8% | $4,375-96.2% |
| Admin fee / account holder | $885 | $1,879-52.9% | $2,491-64.5% | $834+6.1% |