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 | $42,553 | $53,516-20.5% | $126,539-66.4% | $84,808-49.8% |
| Participation rate | 18.8% | 58.2%-39.5pp | 69.8%-51.1pp | 68.3%-49.6pp |
| Annual return | 14.03% | 58.34%-44.3pp | 425.95%-411.9pp | 40.90%-26.9pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $441 | $2,671-83.5% | $4,083-89.2% | $4,212-89.5% |
| Admin fee / account holder | $962 | $4,497-78.6% | $6,065-84.1% | $7,344-86.9% |