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 | $45,287 | $56,114-19.3% | $96,139-52.9% | $85,850-47.2% |
| Participation rate | 2.2% | 56.7%-54.5pp | 68.4%-66.2pp | 69.3%-67.1pp |
| Annual return | 13.65% | 42.30%-28.7pp | 191.94%-178.3pp | 318.53%-304.9pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,797-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $58 | $2,859-98.0% | $4,349-98.7% | $3,952-98.5% |
| Admin fee / account holder | $393 | $3,768-89.6% | $5,537-92.9% | $6,260-93.7% |