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 | $50,384 | $54,701-7.9% | $86,188-41.5% | $71,457-29.5% |
| Participation rate | 30.7% | 60.1%-29.4pp | 69.0%-38.2pp | 67.9%-37.2pp |
| Annual return | 16.79% | 20.06%-3.3pp | 1168.45%-1151.7pp | 28.85%-12.1pp |
| Employer contribution / active EE | $723 | $1,265-42.8% | $2,380-69.6% | $2,588-72.1% |
| Participant deferral / active EE | $1,352 | $3,108-56.5% | $3,985-66.1% | $4,289-68.5% |
| Admin fee / account holder | $4,777 | $1,922+148.6% | $6,852-30.3% | $1,587+200.9% |