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 | $98,747 | $83,902+17.7% | $167,512-41.1% | $84,808+16.4% |
| Participation rate | 32.1% | 66.5%-34.3pp | 77.1%-44.9pp | 68.3%-36.2pp |
| Annual return | 18.07% | 91.55%-73.5pp | 1615.79%-1597.7pp | 40.90%-22.8pp |
| Employer contribution / active EE | $677 | $2,264-70.1% | $3,882-82.6% | $2,631-74.3% |
| Participant deferral / active EE | $998 | $4,442-77.5% | $6,405-84.4% | $4,212-76.3% |
| Admin fee / account holder | $10,213 | $7,915+29.0% | $9,769+4.5% | $7,344+39.1% |