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 | $13,756 | $102,966-86.6% | $90,281-84.8% | $152,861-91.0% |
| Participation rate | 31.8% | 75.9%-44.0pp | 73.3%-41.5pp | 82.4%-50.6pp |
| Annual return | 24.57% | 95.16%-70.6pp | 78.10%-53.5pp | 345.32%-320.7pp |
| Employer contribution / active EE | $184 | $3,139-94.1% | $2,854-93.6% | $4,762-96.1% |
| Participant deferral / active EE | $679 | $4,281-84.2% | $3,885-82.5% | $5,850-88.4% |
| Admin fee / account holder | $1,391 | $6,171-77.5% | $5,351-74.0% | $11,596-88.0% |