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 | $79,614 | $150,187-47.0% | $120,354-33.9% | $145,922-45.4% |
| Participation rate | 62.5% | 78.8%-16.3pp | 71.9%-9.4pp | 80.3%-17.8pp |
| Annual return | 11.66% | 154.07%-142.4pp | 107.15%-95.5pp | 561.29%-549.6pp |
| Employer contribution / active EE | $1,175 | $4,348-73.0% | $3,463-66.1% | $4,660-74.8% |
| Participant deferral / active EE | $1,175 | $6,173-81.0% | $4,991-76.5% | $6,688-82.4% |
| Admin fee / account holder | $1,096 | $12,207-91.0% | $9,423-88.4% | $13,397-91.8% |