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 | $38,697 | $109,982-64.8% | $97,226-60.2% | $145,922-73.5% |
| Participation rate | 13.6% | 75.9%-62.3pp | 72.7%-59.1pp | 80.3%-66.6pp |
| Annual return | 7.87% | 242.90%-235.0pp | 75.13%-67.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,729-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $414 | $4,676-91.2% | $4,264-90.3% | $6,688-93.8% |
| Admin fee / account holder | $3,796 | $6,221-39.0% | $5,654-32.9% | $13,397-71.7% |