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 | $120,698 | $60,124+100.7% | $90,404+33.5% | $79,858+51.1% |
| Participation rate | 43.9% | 65.0%-21.1pp | 72.7%-28.8pp | 69.6%-25.7pp |
| Annual return | 14.69% | 71.94%-57.3pp | 1293.02%-1278.3pp | 31.71%-17.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $166 | $2,938-94.4% | $3,963-95.8% | $3,740-95.6% |
| Admin fee / account holder | $6,662 | $3,976+67.5% | $5,611+18.7% | $5,306+25.5% |