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 | $17,580 | $190,805-90.8% | $159,960-89.0% | $134,475-86.9% |
| Participation rate | 35.3% | 81.9%-46.6pp | 78.0%-42.7pp | 81.2%-45.9pp |
| Annual return | -2.71% | 552.23%-554.9pp | 408.60%-411.3pp | 417.96%-420.7pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,226-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $740 | $6,923-89.3% | $6,182-88.0% | $6,400-88.4% |
| Admin fee / account holder | $1,649 | $10,471-84.2% | $8,698-81.0% | $11,426-85.6% |