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 | $14,861 | $99,020-85.0% | $86,590-82.8% | $147,584-89.9% |
| Participation rate | 23.1% | 76.3%-53.3pp | 73.5%-50.5pp | 82.8%-59.8pp |
| Annual return | 19.00% | 1312.34%-1293.3pp | 964.84%-945.8pp | 578.55%-559.5pp |
| Employer contribution / active EE | $160 | $3,132-94.9% | $2,839-94.4% | $4,876-96.7% |
| Participant deferral / active EE | $175 | $3,972-95.6% | $3,609-95.2% | $5,439-96.8% |
| Admin fee / account holder | $1,500 | $5,710-73.7% | $4,906-69.4% | $10,885-86.2% |