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 | $6,976 | $96,305-92.8% | $80,569-91.3% | $139,434-95.0% |
| Participation rate | 64.7% | 73.6%-8.9pp | 67.0%-2.3pp | 80.3%-15.6pp |
| Annual return | 21.06% | 1350.08%-1329.0pp | 935.43%-914.4pp | 372.94%-351.9pp |
| Employer contribution / active EE | $652 | $3,262-80.0% | $2,723-76.0% | $4,751-86.3% |
| Participant deferral / active EE | $643 | $5,232-87.7% | $4,447-85.5% | $6,710-90.4% |
| Admin fee / account holder | $815 | $6,599-87.6% | $5,377-84.8% | $11,403-92.9% |