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 5-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 | $14,325 | $26,114-45.1% | $58,482-75.5% | $74,419-80.8% |
| Participation rate | 6.4% | 32.1%-25.7pp | 50.9%-44.4pp | 70.7%-64.3pp |
| Annual return | 79.60% | 32.51%+47.1pp | 4239.32%-4159.7pp | 34.38%+45.2pp |
| Employer contribution / active EE | $144 | $536-73.2% | $1,053-86.4% | $2,637-94.6% |
| Participant deferral / active EE | $240 | $1,075-77.7% | $1,924-87.5% | $4,528-94.7% |
| Admin fee / account holder | $449 | $649-30.8% | $2,516-82.2% | $348+29.1% |