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 7-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 | $30,233 | $83,902-64.0% | $167,512-82.0% | $84,808-64.4% |
| Participation rate | 54.8% | 66.5%-11.7pp | 77.1%-22.3pp | 68.3%-13.5pp |
| Annual return | 16.77% | 91.55%-74.8pp | 1615.79%-1599.0pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,005 | $2,264-55.6% | $3,882-74.1% | $2,631-61.8% |
| Participant deferral / active EE | $1,306 | $4,442-70.6% | $6,405-79.6% | $4,212-69.0% |
| Admin fee / account holder | $305 | $7,915-96.2% | $9,769-96.9% | $7,344-95.9% |