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 | $103,312 | $159,901-35.4% | $146,958-29.7% | $145,922-29.2% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 14.76% | 98.13%-83.4pp | 418.34%-403.6pp | 561.29%-546.5pp |
| Employer contribution / active EE | $1,197 | $5,286-77.4% | $4,933-75.7% | $4,660-74.3% |
| Participant deferral / active EE | $2,310 | $8,428-72.6% | $8,070-71.4% | $6,688-65.5% |
| Admin fee / account holder | $23,834 | $15,044+58.4% | $12,998+83.4% | $13,397+77.9% |