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 | $118,715 | $118,849-0.1% | $96,562+22.9% | $167,490-29.1% |
| Participation rate | 20.0% | 75.5%-55.5pp | 69.8%-49.8pp | 82.1%-62.1pp |
| Annual return | 30.77% | 50.49%-19.7pp | 37.78%-7.0pp | 478.56%-447.8pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $48 | $4,616-99.0% | $3,849-98.8% | $6,341-99.2% |
| Admin fee / account holder | $29,481 | $8,065+265.5% | $6,181+377.0% | $12,309+139.5% |