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 | $109,386 | $116,175-5.8% | $93,606+16.9% | $152,861-28.4% |
| Participation rate | 57.1% | 78.0%-20.9pp | 75.8%-18.7pp | 82.4%-25.3pp |
| Annual return | 20.27% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.0pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $356 | $4,603-92.3% | $4,069-91.3% | $5,850-93.9% |
| Admin fee / account holder | $49,857 | $10,748+363.9% | $7,888+532.0% | $11,596+329.9% |