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 | $83,228 | $65,561+26.9% | $86,188-3.4% | $75,163+10.7% |
| Participation rate | 39.5% | 60.5%-21.0pp | 69.0%-29.4pp | 67.2%-27.7pp |
| Annual return | 14.28% | 46.05%-31.8pp | 1168.45%-1154.2pp | 160.62%-146.3pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,380-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $919 | $3,024-69.6% | $3,985-77.0% | $4,125-77.7% |
| Admin fee / account holder | $574 | $5,474-89.5% | $6,852-91.6% | $5,651-89.8% |