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 8-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 | $51,845 | $107,334-51.7% | $92,893-44.2% | $152,861-66.1% |
| Participation rate | 63.6% | 79.8%-16.1pp | 76.0%-12.4pp | 82.4%-18.8pp |
| Annual return | 16.93% | 145.58%-128.6pp | 109.41%-92.5pp | 345.32%-328.4pp |
| Employer contribution / active EE | $7,275 | $4,221+72.4% | $3,653+99.2% | $4,762+52.8% |
| Participant deferral / active EE | $18 | $4,845-99.6% | $4,236-99.6% | $5,850-99.7% |
| Admin fee / account holder | $11,647 | $7,079+64.5% | $5,794+101.0% | $11,596+0.4% |