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 | $52,027 | $55,415-6.1% | $155,509-66.5% | $74,495-30.2% |
| Participation rate | 20.6% | 61.9%-41.3pp | 78.2%-57.6pp | 67.2%-46.6pp |
| Annual return | 14.43% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $467 | $2,267-79.4% | $4,672-90.0% | $2,623-82.2% |
| Participant deferral / active EE | $631 | $2,836-77.7% | $5,626-88.8% | $4,346-85.5% |
| Admin fee / account holder | $3,072 | $1,738+76.7% | $15,912-80.7% | $1,942+58.2% |