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 | $35,840 | $70,756-49.3% | $65,493-45.3% | $142,382-74.8% |
| Participation rate | 50.0% | 77.4%-27.4pp | 73.1%-23.1pp | 80.1%-30.1pp |
| Annual return | 14.97% | 1754.89%-1739.9pp | 982.45%-967.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,496 | $2,881-48.1% | $2,574-41.9% | $4,299-65.2% |
| Participant deferral / active EE | $0 | $4,637-100.0% | $3,961-100.0% | $6,507-100.0% |
| Admin fee / account holder | $3,493 | $6,559-46.8% | $5,028-30.5% | $12,624-72.3% |