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 | $95,438 | $209,832-54.5% | $189,513-49.6% | $167,490-43.0% |
| Participation rate | 44.4% | 88.7%-44.2pp | 87.8%-43.4pp | 82.1%-37.7pp |
| Annual return | 10.06% | 748.27%-738.2pp | 555.15%-545.1pp | 478.56%-468.5pp |
| Employer contribution / active EE | $1,581 | $6,914-77.1% | $6,162-74.3% | $4,837-67.3% |
| Participant deferral / active EE | $2,461 | $8,935-72.5% | $8,221-70.1% | $6,341-61.2% |
| Admin fee / account holder | $52,362 | $14,293+266.3% | $12,045+334.7% | $12,309+325.4% |