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 | $76,220 | $99,020-23.0% | $86,590-12.0% | $147,584-48.4% |
| Participation rate | 16.7% | 76.3%-59.7pp | 73.5%-56.9pp | 82.8%-66.2pp |
| Annual return | 17.69% | 1312.34%-1294.6pp | 964.84%-947.2pp | 578.55%-560.9pp |
| Employer contribution / active EE | $138 | $3,132-95.6% | $2,839-95.1% | $4,876-97.2% |
| Participant deferral / active EE | $172 | $3,972-95.7% | $3,609-95.2% | $5,439-96.8% |
| Admin fee / account holder | $502 | $5,710-91.2% | $4,906-89.8% | $10,885-95.4% |