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 | $40,308 | $109,327-63.1% | $89,391-54.9% | $158,922-74.6% |
| Participation rate | 58.8% | 74.3%-15.4pp | 68.0%-9.2pp | 82.0%-23.1pp |
| Annual return | 11.44% | 345.68%-334.2pp | 245.62%-234.2pp | 302.83%-291.4pp |
| Employer contribution / active EE | $355 | $3,170-88.8% | $2,586-86.3% | $4,761-92.6% |
| Participant deferral / active EE | $700 | $4,598-84.8% | $3,890-82.0% | $5,982-88.3% |
| Admin fee / account holder | $8,658 | $6,153+40.7% | $4,881+77.4% | $11,246-23.0% |