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 | $34,847 | $202,318-82.8% | $172,739-79.8% | $152,861-77.2% |
| Participation rate | 38.9% | 87.1%-48.2pp | 82.6%-43.8pp | 82.4%-43.6pp |
| Annual return | 21.12% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $0 | $5,856-100.0% | $5,143-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $190 | $5,948-96.8% | $5,198-96.3% | $5,850-96.7% |
| Admin fee / account holder | $1,562 | $17,109-90.9% | $13,954-88.8% | $11,596-86.5% |