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 | $83,361 | $30,588+172.5% | $53,898+54.7% | $85,563-2.6% |
| Participation rate | 2.4% | 26.3%-24.0pp | 55.0%-52.6pp | 66.0%-63.6pp |
| Annual return | 13.55% | 50.42%-36.9pp | 528.60%-515.1pp | 31.51%-18.0pp |
| Employer contribution / active EE | $0 | $436-100.0% | $932-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $126 | $848-85.1% | $1,826-93.1% | $4,375-97.1% |
| Admin fee / account holder | $5,994 | $1,879+219.0% | $2,491+140.6% | $834+618.5% |