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 | $53,657 | $54,701-1.9% | $86,188-37.7% | $71,457-24.9% |
| Participation rate | 36.5% | 60.1%-23.6pp | 69.0%-32.4pp | 67.9%-31.4pp |
| Annual return | 14.13% | 20.06%-5.9pp | 1168.45%-1154.3pp | 28.85%-14.7pp |
| Employer contribution / active EE | $363 | $1,265-71.3% | $2,380-84.8% | $2,588-86.0% |
| Participant deferral / active EE | $1,142 | $3,108-63.3% | $3,985-71.4% | $4,289-73.4% |
| Admin fee / account holder | $12,859 | $1,922+569.2% | $6,852+87.7% | $1,587+710.1% |