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 | $34,631 | $48,795-29.0% | $65,493-47.1% | $84,808-59.2% |
| Participation rate | 2.0% | 67.0%-65.0pp | 73.1%-71.1pp | 68.3%-66.3pp |
| Annual return | 13.15% | 20.20%-7.0pp | 982.45%-969.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $62 | $2,928-97.9% | $3,961-98.4% | $4,212-98.5% |
| Admin fee / account holder | $2,778 | $3,877-28.4% | $5,028-44.8% | $7,344-62.2% |