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 | $120,068 | $138,065-13.0% | $123,544-2.8% | $135,375-11.3% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | 6.32% | 153.68%-147.4pp | 119.20%-112.9pp | 519.73%-513.4pp |
| Employer contribution / active EE | $1,251 | $5,151-75.7% | $4,628-73.0% | $4,779-73.8% |
| Participant deferral / active EE | $1,391 | $6,799-79.5% | $6,426-78.3% | $5,609-75.2% |
| Admin fee / account holder | $869 | $10,916-92.0% | $9,284-90.6% | $10,827-92.0% |