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 | $86,330 | $50,637+70.5% | $86,590-0.3% | $62,292+38.6% |
| Participation rate | 14.4% | 67.9%-53.5pp | 73.5%-59.1pp | 69.5%-55.1pp |
| Annual return | 13.95% | 20.80%-6.8pp | 964.84%-950.9pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $397 | $2,611-84.8% | $3,609-89.0% | $3,169-87.5% |
| Admin fee / account holder | $6,838 | $413+1554.6% | $4,906+39.4% | $479+1326.6% |