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 9-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 | $102,847 | $70,606+45.7% | $53,898+90.8% | $142,382-27.8% |
| Participation rate | 4.3% | 63.7%-59.4pp | 55.0%-50.6pp | 80.1%-75.8pp |
| Annual return | 11.48% | 619.81%-608.3pp | 528.60%-517.1pp | 217.08%-205.6pp |
| Employer contribution / active EE | $47 | $1,202-96.1% | $932-95.0% | $4,299-98.9% |
| Participant deferral / active EE | $225 | $2,364-90.5% | $1,826-87.7% | $6,507-96.5% |
| Admin fee / account holder | $4,072 | $2,852+42.8% | $2,491+63.5% | $12,624-67.7% |