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 | $18,030 | $60,124-70.0% | $90,404-80.1% | $79,858-77.4% |
| Participation rate | 20.0% | 65.0%-45.0pp | 72.7%-52.7pp | 69.6%-49.6pp |
| Annual return | 19.65% | 71.94%-52.3pp | 1293.02%-1273.4pp | 31.71%-12.1pp |
| Employer contribution / active EE | $261 | $2,068-87.4% | $3,262-92.0% | $2,471-89.5% |
| Participant deferral / active EE | $570 | $2,938-80.6% | $3,963-85.6% | $3,740-84.8% |
| Admin fee / account holder | $420 | $3,976-89.4% | $5,611-92.5% | $5,306-92.1% |