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 | $59,297 | $112,096-47.1% | $95,952-38.2% | $158,922-62.7% |
| Participation rate | 14.3% | 79.0%-64.7pp | 77.1%-62.8pp | 82.0%-67.7pp |
| Annual return | 14.41% | 171.09%-156.7pp | 91.61%-77.2pp | 302.83%-288.4pp |
| Employer contribution / active EE | $957 | $3,198-70.1% | $2,541-62.4% | $4,761-79.9% |
| Participant deferral / active EE | $957 | $4,784-80.0% | $4,167-77.0% | $5,982-84.0% |
| Admin fee / account holder | $873 | $10,130-91.4% | $6,795-87.2% | $11,246-92.2% |