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 | $144,944 | $70,756+104.9% | $65,493+121.3% | $142,382+1.8% |
| Participation rate | 66.7% | 77.4%-10.7pp | 73.1%-6.4pp | 80.1%-13.5pp |
| Annual return | 11.22% | 1754.89%-1743.7pp | 982.45%-971.2pp | 217.08%-205.9pp |
| Employer contribution / active EE | $605 | $2,881-79.0% | $2,574-76.5% | $4,299-85.9% |
| Participant deferral / active EE | $757 | $4,637-83.7% | $3,961-80.9% | $6,507-88.4% |
| Admin fee / account holder | $2,558 | $6,559-61.0% | $5,028-49.1% | $12,624-79.7% |