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 | $111,126 | $83,902+32.4% | $167,512-33.7% | $84,808+31.0% |
| Participation rate | 34.1% | 66.5%-32.3pp | 77.1%-42.9pp | 68.3%-34.2pp |
| Annual return | 15.37% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $761 | $2,264-66.4% | $3,882-80.4% | $2,631-71.1% |
| Participant deferral / active EE | $1,372 | $4,442-69.1% | $6,405-78.6% | $4,212-67.4% |
| Admin fee / account holder | $7,419 | $7,915-6.3% | $9,769-24.1% | $7,344+1.0% |