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 | $15,324 | $158,398-90.3% | $126,539-87.9% | $142,382-89.2% |
| Participation rate | 44.4% | 75.8%-31.4pp | 69.8%-25.4pp | 80.1%-35.7pp |
| Annual return | 16.44% | 593.76%-577.3pp | 425.95%-409.5pp | 217.08%-200.6pp |
| Employer contribution / active EE | $1,625 | $4,650-65.1% | $3,674-55.8% | $4,299-62.2% |
| Participant deferral / active EE | $267 | $4,767-94.4% | $4,083-93.5% | $6,507-95.9% |
| Admin fee / account holder | $3,388 | $6,918-51.0% | $6,065-44.1% | $12,624-73.2% |