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 | $28,773 | $105,998-72.9% | $92,233-68.8% | $147,584-80.5% |
| Participation rate | 52.9% | 80.4%-27.5pp | 76.5%-23.5pp | 82.8%-29.9pp |
| Annual return | 13.56% | 50.05%-36.5pp | 176.28%-162.7pp | 578.55%-565.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,024 | $4,478-77.1% | $3,897-73.7% | $5,439-81.2% |
| Admin fee / account holder | $8,758 | $6,332+38.3% | $5,194+68.6% | $10,885-19.5% |