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 | $57,449 | $57,281+0.3% | $86,612-33.7% | $75,163-23.6% |
| Participation rate | 18.2% | 63.2%-45.0pp | 71.7%-53.5pp | 67.2%-49.0pp |
| Annual return | 18.63% | 2670.75%-2652.1pp | 591.07%-572.4pp | 160.62%-142.0pp |
| Employer contribution / active EE | $334 | $2,314-85.6% | $3,022-88.9% | $2,670-87.5% |
| Participant deferral / active EE | $343 | $3,318-89.7% | $4,438-92.3% | $4,125-91.7% |
| Admin fee / account holder | $665 | $4,112-83.8% | $5,614-88.2% | $5,651-88.2% |