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 | $45,896 | $90,600-49.3% | $79,464-42.2% | $135,375-66.1% |
| Participation rate | 45.5% | 76.0%-30.6pp | 73.3%-27.9pp | 82.6%-37.2pp |
| Annual return | 8.79% | 977.43%-968.6pp | 718.14%-709.4pp | 519.73%-510.9pp |
| Employer contribution / active EE | $53 | $3,068-98.3% | $2,800-98.1% | $4,779-98.9% |
| Participant deferral / active EE | $356 | $4,050-91.2% | $3,704-90.4% | $5,609-93.7% |
| Admin fee / account holder | $83,693 | $5,907+1316.9% | $5,113+1536.9% | $10,827+673.0% |