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 | $29,113 | $55,415-47.5% | $155,509-81.3% | $74,495-60.9% |
| Participation rate | 9.3% | 61.9%-52.6pp | 78.2%-68.9pp | 67.2%-57.9pp |
| Annual return | 19.08% | 268.50%-249.4pp | 64.67%-45.6pp | 1364.94%-1345.9pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $520 | $2,836-81.7% | $5,626-90.8% | $4,346-88.0% |
| Admin fee / account holder | $1,326 | $1,738-23.7% | $15,912-91.7% | $1,942-31.7% |