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 | $17,175 | $99,640-82.8% | $86,436-80.1% | $134,475-87.2% |
| Participation rate | 16.7% | 82.0%-65.4pp | 80.3%-63.7pp | 81.2%-64.6pp |
| Annual return | -9.75% | 6782.58%-6792.3pp | 4394.89%-4404.6pp | 417.96%-427.7pp |
| Employer contribution / active EE | $941 | $4,400-78.6% | $3,769-75.0% | $4,740-80.1% |
| Participant deferral / active EE | $1,417 | $7,246-80.4% | $6,952-79.6% | $6,400-77.9% |
| Admin fee / account holder | $3,024 | $8,371-63.9% | $6,731-55.1% | $11,426-73.5% |