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 | $31,333 | $57,281-45.3% | $86,612-63.8% | $75,163-58.3% |
| Participation rate | 17.6% | 63.2%-45.6pp | 71.7%-54.0pp | 67.2%-49.5pp |
| Annual return | 15.84% | 2670.75%-2654.9pp | 591.07%-575.2pp | 160.62%-144.8pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $792 | $3,318-76.1% | $4,438-82.1% | $4,125-80.8% |
| Admin fee / account holder | $5,539 | $4,112+34.7% | $5,614-1.3% | $5,651-2.0% |