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 | $52,719 | $99,020-46.8% | $86,590-39.1% | $147,584-64.3% |
| Participation rate | 11.1% | 76.3%-65.2pp | 73.5%-62.4pp | 82.8%-71.7pp |
| Annual return | 13.04% | 1312.34%-1299.3pp | 964.84%-951.8pp | 578.55%-565.5pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $415 | $3,972-89.6% | $3,609-88.5% | $5,439-92.4% |
| Admin fee / account holder | $3,419 | $5,710-40.1% | $4,906-30.3% | $10,885-68.6% |