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 | $62,095 | $48,570+27.8% | $130,648-52.5% | $72,985-14.9% |
| Participation rate | 18.2% | 58.6%-40.4pp | 71.7%-53.6pp | 69.5%-51.3pp |
| Annual return | 19.05% | 38.63%-19.6pp | 1708.96%-1689.9pp | 81.00%-62.0pp |
| Employer contribution / active EE | $478 | $1,334-64.2% | $4,092-88.3% | $2,440-80.4% |
| Participant deferral / active EE | $902 | $2,384-62.2% | $3,603-75.0% | $3,607-75.0% |
| Admin fee / account holder | $7,352 | $3,549+107.2% | $5,464+34.5% | $5,124+43.5% |