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 | $30,371 | $96,635-68.6% | $86,612-64.9% | $139,434-78.2% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 12.99% | 106.41%-93.4pp | 591.07%-578.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,588 | $3,263-20.7% | $3,022-14.4% | $4,751-45.5% |
| Participant deferral / active EE | $241 | $4,836-95.0% | $4,438-94.6% | $6,710-96.4% |
| Admin fee / account holder | $20,841 | $6,408+225.2% | $5,614+271.2% | $11,403+82.8% |