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 | $21,856 | $39,245-44.3% | $64,105-65.9% | $52,331-58.2% |
| Participation rate | 17.8% | 58.2%-40.4pp | 68.2%-50.4pp | 68.1%-50.3pp |
| Annual return | 23716.74% | 14.79%+23702.0pp | 791.24%+22925.5pp | 4.54%+23712.2pp |
| Employer contribution / active EE | $209 | $736-71.6% | $1,820-88.5% | $1,882-88.9% |
| Participant deferral / active EE | $637 | $1,992-68.0% | $2,822-77.4% | $3,022-78.9% |
| Admin fee / account holder | $586 | $592-1.1% | $4,499-87.0% | $592-0.9% |