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 3-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 | $17,332 | $27,915-37.9% | $58,482-70.4% | $75,163-76.9% |
| Participation rate | 17.1% | 38.8%-21.7pp | 50.9%-33.7pp | 67.2%-50.0pp |
| Annual return | 17.93% | 44.20%-26.3pp | 4239.32%-4221.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $153 | $669-77.1% | $1,053-85.5% | $2,670-94.3% |
| Participant deferral / active EE | $186 | $1,201-84.5% | $1,924-90.3% | $4,125-95.5% |
| Admin fee / account holder | $873 | $1,726-49.4% | $2,516-65.3% | $5,651-84.5% |