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 | $33,830 | $180,449-81.3% | $154,107-78.0% | $135,375-75.0% |
| Participation rate | 29.4% | 87.4%-58.0pp | 83.0%-53.6pp | 82.6%-53.2pp |
| Annual return | -6.55% | 888.09%-894.6pp | 735.12%-741.7pp | 519.73%-526.3pp |
| Employer contribution / active EE | $0 | $6,035-100.0% | $5,298-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $265 | $5,806-95.4% | $5,081-94.8% | $5,609-95.3% |
| Admin fee / account holder | $578 | $16,143-96.4% | $13,411-95.7% | $10,827-94.7% |