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 | $21,025 | $40,278-47.8% | $80,569-73.9% | $80,160-73.8% |
| Participation rate | 0.7% | 47.5%-46.8pp | 67.0%-66.3pp | 72.9%-72.2pp |
| Annual return | 16.15% | 50.86%-34.7pp | 935.43%-919.3pp | 40.38%-24.2pp |
| Employer contribution / active EE | $0 | $1,332-100.0% | $2,723-100.0% | $2,978-100.0% |
| Participant deferral / active EE | $30 | $2,696-98.9% | $4,447-99.3% | $5,017-99.4% |
| Admin fee / account holder | $3,845 | $210+1728.1% | $5,377-28.5% | $145+2553.0% |