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 | $32,188 | $53,516-39.9% | $126,539-74.6% | $84,808-62.0% |
| Participation rate | 20.8% | 58.2%-37.5pp | 69.8%-49.0pp | 68.3%-47.5pp |
| Annual return | 13.95% | 58.34%-44.4pp | 425.95%-412.0pp | 40.90%-26.9pp |
| Employer contribution / active EE | $432 | $1,535-71.8% | $3,674-88.2% | $2,631-83.6% |
| Participant deferral / active EE | $550 | $2,671-79.4% | $4,083-86.5% | $4,212-86.9% |
| Admin fee / account holder | $9,667 | $4,497+115.0% | $6,065+59.4% | $7,344+31.6% |