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 | $40,625 | $124,185-67.3% | $108,410-62.5% | $167,490-75.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 80.1%-30.1pp | 82.1%-32.1pp |
| Annual return | 13.86% | 1379.64%-1365.8pp | 905.27%-891.4pp | 478.56%-464.7pp |
| Employer contribution / active EE | $4,247 | $4,187+1.4% | $3,558+19.3% | $4,837-12.2% |
| Participant deferral / active EE | $628 | $6,908-90.9% | $6,563-90.4% | $6,341-90.1% |
| Admin fee / account holder | $11,544 | $9,455+22.1% | $7,295+58.2% | $12,309-6.2% |