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 | $63,429 | $217,402-70.8% | $185,823-65.9% | $167,490-62.1% |
| Participation rate | 54.5% | 86.0%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 9.24% | 148.36%-139.1pp | 122.05%-112.8pp | 478.56%-469.3pp |
| Employer contribution / active EE | $1,545 | $5,873-73.7% | $5,167-70.1% | $4,837-68.1% |
| Participant deferral / active EE | $1,219 | $6,356-80.8% | $5,568-78.1% | $6,341-80.8% |
| Admin fee / account holder | $102,989 | $19,811+419.9% | $16,237+534.3% | $12,309+736.7% |