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 | $138,888 | $83,902+65.5% | $167,512-17.1% | $84,808+63.8% |
| Participation rate | 8.9% | 66.5%-57.6pp | 77.1%-68.2pp | 68.3%-59.4pp |
| Annual return | 17.56% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $475 | $2,264-79.0% | $3,882-87.8% | $2,631-81.9% |
| Participant deferral / active EE | $1,358 | $4,442-69.4% | $6,405-78.8% | $4,212-67.8% |
| Admin fee / account holder | $1,748 | $7,915-77.9% | $9,769-82.1% | $7,344-76.2% |