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 | $47,497 | $24,733+92.0% | $69,647-31.8% | $74,495-36.2% |
| Participation rate | 21.1% | 63.5%-42.4pp | 66.5%-45.3pp | 67.2%-46.1pp |
| Annual return | 14.31% | 18.55%-4.2pp | 100.48%-86.2pp | 1364.94%-1350.6pp |
| Employer contribution / active EE | $0 | $1,001-100.0% | $1,712-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $738 | $1,901-61.2% | $2,886-74.4% | $4,346-83.0% |
| Admin fee / account holder | $3,167 | $1,892+67.5% | $4,713-32.8% | $1,942+63.1% |