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 | $18,467 | $175,202-89.5% | $149,673-87.7% | $139,434-86.8% |
| Participation rate | 33.3% | 83.4%-50.0pp | 78.8%-45.4pp | 80.3%-47.0pp |
| Annual return | 27.43% | 166.71%-139.3pp | 134.42%-107.0pp | 372.94%-345.5pp |
| Employer contribution / active EE | $1,280 | $5,474-76.6% | $4,818-73.4% | $4,751-73.1% |
| Participant deferral / active EE | $1,601 | $6,519-75.4% | $5,680-71.8% | $6,710-76.1% |
| Admin fee / account holder | $322 | $16,150-98.0% | $13,210-97.6% | $11,403-97.2% |