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 | $55,981 | $53,516+4.6% | $126,539-55.8% | $84,808-34.0% |
| Participation rate | 14.3% | 58.2%-44.0pp | 69.8%-55.5pp | 68.3%-54.0pp |
| Annual return | 13.69% | 58.34%-44.7pp | 425.95%-412.3pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $262 | $2,671-90.2% | $4,083-93.6% | $4,212-93.8% |
| Admin fee / account holder | $1,306 | $4,497-71.0% | $6,065-78.5% | $7,344-82.2% |