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 | $49,634 | $152,587-67.5% | $125,175-60.3% | $152,861-67.5% |
| Participation rate | 36.8% | 83.3%-46.5pp | 79.8%-42.9pp | 82.4%-45.6pp |
| Annual return | 17.99% | 54.84%-36.9pp | 43.79%-25.8pp | 345.32%-327.3pp |
| Employer contribution / active EE | $1,648 | $4,946-66.7% | $3,865-57.4% | $4,762-65.4% |
| Participant deferral / active EE | $1,648 | $5,868-71.9% | $4,937-66.6% | $5,850-71.8% |
| Admin fee / account holder | $23,171 | $13,434+72.5% | $9,702+138.8% | $11,596+99.8% |