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 7-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 | $85,115 | $59,417+43.3% | $93,606-9.1% | $74,495+14.3% |
| Participation rate | 28.3% | 59.7%-31.3pp | 68.7%-40.4pp | 67.2%-38.9pp |
| Annual return | 23.97% | 81.83%-57.9pp | 133.20%-109.2pp | 1364.94%-1341.0pp |
| Employer contribution / active EE | $662 | $1,264-47.6% | $2,420-72.6% | $2,623-74.7% |
| Participant deferral / active EE | $1,004 | $3,050-67.1% | $4,411-77.2% | $4,346-76.9% |
| Admin fee / account holder | $3,690 | $3,021+22.1% | $8,285-55.5% | $1,942+90.0% |