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 | $21,827 | $107,334-79.7% | $92,893-76.5% | $152,861-85.7% |
| Participation rate | 57.1% | 79.8%-22.6pp | 76.0%-18.9pp | 82.4%-25.3pp |
| Annual return | 20.04% | 145.58%-125.5pp | 109.41%-89.4pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,714 | $4,221+35.4% | $3,653+56.4% | $4,762+20.0% |
| Participant deferral / active EE | $0 | $4,845-100.0% | $4,236-100.0% | $5,850-100.0% |
| Admin fee / account holder | $33,050 | $7,079+366.8% | $5,794+470.4% | $11,596+185.0% |