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 | $106,370 | $109,982-3.3% | $97,226+9.4% | $145,922-27.1% |
| Participation rate | 31.3% | 75.9%-44.7pp | 72.7%-41.4pp | 80.3%-49.0pp |
| Annual return | 9.25% | 242.90%-233.7pp | 75.13%-65.9pp | 561.29%-552.0pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $610 | $4,676-87.0% | $4,264-85.7% | $6,688-90.9% |
| Admin fee / account holder | $7,910 | $6,221+27.2% | $5,654+39.9% | $13,397-41.0% |