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 | $25,920 | $226,064-88.5% | $182,532-85.8% | $152,861-83.0% |
| Participation rate | 26.1% | 82.5%-56.4pp | 78.0%-51.9pp | 82.4%-56.4pp |
| Annual return | 17.09% | 192.51%-175.4pp | 148.54%-131.5pp | 345.32%-328.2pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $676 | $6,368-89.4% | $5,524-87.8% | $5,850-88.5% |
| Admin fee / account holder | $6,377 | $10,703-40.4% | $8,592-25.8% | $11,596-45.0% |