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 | $50,938 | $105,181-51.6% | $159,436-68.1% | $85,850-40.7% |
| Participation rate | 46.4% | 75.8%-29.3pp | 82.8%-36.4pp | 69.3%-22.9pp |
| Annual return | 17.07% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $656 | $3,318-80.2% | $4,829-86.4% | $2,565-74.4% |
| Participant deferral / active EE | $1,347 | $5,945-77.3% | $7,352-81.7% | $3,952-65.9% |
| Admin fee / account holder | $6,862 | $6,933-1.0% | $10,799-36.5% | $6,260+9.6% |