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 | $85,787 | $71,964+19.2% | $167,512-48.8% | $85,563+0.3% |
| Participation rate | 12.3% | 61.0%-48.7pp | 77.1%-64.8pp | 66.0%-53.7pp |
| Annual return | 17.86% | 18.83%-1.0pp | 1615.79%-1597.9pp | 31.51%-13.7pp |
| Employer contribution / active EE | $0 | $1,875-100.0% | $3,882-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $657 | $4,110-84.0% | $6,405-89.7% | $4,375-85.0% |
| Admin fee / account holder | $1,367 | $815+67.7% | $9,769-86.0% | $834+63.9% |