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 | $87,203 | $96,484-9.6% | $75,886+14.9% | $152,861-43.0% |
| Participation rate | 27.3% | 76.2%-48.9pp | 69.3%-42.0pp | 82.4%-55.2pp |
| Annual return | 12.44% | 33.98%-21.5pp | 30.76%-18.3pp | 345.32%-332.9pp |
| Employer contribution / active EE | $0 | $3,309-100.0% | $2,500-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $31 | $4,553-99.3% | $3,603-99.1% | $5,850-99.5% |
| Admin fee / account holder | $363 | $8,078-95.5% | $5,418-93.3% | $11,596-96.9% |