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 7-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 | $28,769 | $176,056-83.7% | $159,436-82.0% | $167,490-82.8% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 387.64% | 331.75%+55.9pp | 263.57%+124.1pp | 478.56%-90.9pp |
| Employer contribution / active EE | $961 | $5,297-81.9% | $4,829-80.1% | $4,837-80.1% |
| Participant deferral / active EE | $1,586 | $7,750-79.5% | $7,352-78.4% | $6,341-75.0% |
| Admin fee / account holder | $1,737 | $12,554-86.2% | $10,799-83.9% | $12,309-85.9% |