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 3-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 | $43,687 | $65,561-33.4% | $86,188-49.3% | $75,163-41.9% |
| Participation rate | 68.1% | 60.5%+7.6pp | 69.0%-0.8pp | 67.2%+0.9pp |
| Annual return | 13.95% | 46.05%-32.1pp | 1168.45%-1154.5pp | 160.62%-146.7pp |
| Employer contribution / active EE | $595 | $1,553-61.7% | $2,380-75.0% | $2,670-77.7% |
| Participant deferral / active EE | $1,184 | $3,024-60.8% | $3,985-70.3% | $4,125-71.3% |
| Admin fee / account holder | $10,611 | $5,474+93.8% | $6,852+54.9% | $5,651+87.8% |