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 | $93,116 | $99,877-6.8% | $84,966+9.6% | $145,922-36.2% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 14.37% | 83.76%-69.4pp | 66.38%-52.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $825 | $3,231-74.5% | $2,727-69.7% | $4,660-82.3% |
| Participant deferral / active EE | $900 | $5,291-83.0% | $4,519-80.1% | $6,688-86.5% |
| Admin fee / account holder | $305 | $7,248-95.8% | $6,149-95.0% | $13,397-97.7% |