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 | $48,042 | $73,515-34.6% | $62,995-23.7% | $147,584-67.4% |
| Participation rate | 40.9% | 77.9%-37.0pp | 74.8%-33.9pp | 82.8%-41.9pp |
| Annual return | 15.51% | 175.43%-159.9pp | 87.57%-72.1pp | 578.55%-563.0pp |
| Employer contribution / active EE | $0 | $3,320-100.0% | $2,759-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $17 | $4,185-99.6% | $3,329-99.5% | $5,439-99.7% |
| Admin fee / account holder | $1,187 | $5,953-80.1% | $3,600-67.0% | $10,885-89.1% |