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 6-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 | $17,149 | $70,606-75.7% | $53,898-68.2% | $142,382-88.0% |
| Participation rate | 14.3% | 63.7%-49.4pp | 55.0%-40.7pp | 80.1%-65.8pp |
| Annual return | 14.91% | 619.81%-604.9pp | 528.60%-513.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $176 | $1,202-85.3% | $932-81.1% | $4,299-95.9% |
| Participant deferral / active EE | $193 | $2,364-91.8% | $1,826-89.4% | $6,507-97.0% |
| Admin fee / account holder | $1,223 | $2,852-57.1% | $2,491-50.9% | $12,624-90.3% |