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 | $48,305 | $54,517-11.4% | $75,972-36.4% | $74,495-35.2% |
| Participation rate | 14.8% | 60.3%-45.6pp | 69.1%-54.3pp | 67.2%-52.4pp |
| Annual return | 40.96% | 31.82%+9.1pp | 359.55%-318.6pp | 1364.94%-1324.0pp |
| Employer contribution / active EE | $457 | $1,777-74.3% | $2,685-83.0% | $2,623-82.6% |
| Participant deferral / active EE | $747 | $3,066-75.6% | $4,255-82.5% | $4,346-82.8% |
| Admin fee / account holder | $1,968 | $2,229-11.7% | $6,467-69.6% | $1,942+1.4% |