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 | $43,001 | $89,248-51.8% | $136,007-68.4% | $74,495-42.3% |
| Participation rate | 19.0% | 69.4%-50.4pp | 76.5%-57.4pp | 67.2%-48.2pp |
| Annual return | 13.39% | 22.76%-9.4pp | 579.32%-565.9pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,217-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $607 | $4,598-86.8% | $7,025-91.4% | $4,346-86.0% |
| Admin fee / account holder | $2,392 | $1,545+54.8% | $6,858-65.1% | $1,942+23.2% |