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 | $106,032 | $160,055-33.8% | $140,016-24.3% | $135,375-21.7% |
| Participation rate | 27.3% | 88.5%-61.2pp | 87.5%-60.2pp | 82.6%-55.4pp |
| Annual return | -1.12% | 911.38%-912.5pp | 651.12%-652.2pp | 519.73%-520.9pp |
| Employer contribution / active EE | $0 | $6,420-100.0% | $5,606-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,218 | $7,642-71.0% | $6,927-68.0% | $5,609-60.5% |
| Admin fee / account holder | $45,037 | $13,328+237.9% | $10,705+320.7% | $10,827+316.0% |