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 | $89,820 | $89,753+0.1% | $107,525-16.5% | $84,808+5.9% |
| Participation rate | 15.3% | 68.1%-52.8pp | 75.1%-59.8pp | 68.3%-53.1pp |
| Annual return | 22.67% | 29.48%-6.8pp | 181.32%-158.6pp | 40.90%-18.2pp |
| Employer contribution / active EE | $956 | $3,113-69.3% | $3,754-74.5% | $2,631-63.7% |
| Participant deferral / active EE | $1,547 | $4,056-61.9% | $5,116-69.8% | $4,212-63.3% |
| Admin fee / account holder | $9,734 | $7,222+34.8% | $8,919+9.1% | $7,344+32.5% |