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 | $69,677 | $51,576+35.1% | $129,207-46.1% | $80,856-13.8% |
| Participation rate | 15.6% | 57.0%-41.4pp | 69.6%-54.1pp | 67.6%-52.1pp |
| Annual return | 24.16% | 20.81%+3.4pp | 9417.33%-9393.2pp | 35.59%-11.4pp |
| Employer contribution / active EE | $650 | $1,584-59.0% | $4,153-84.4% | $2,755-76.4% |
| Participant deferral / active EE | $744 | $2,669-72.1% | $4,168-82.1% | $4,296-82.7% |
| Admin fee / account holder | $393 | $4,305-90.9% | $7,715-94.9% | $6,918-94.3% |