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 5-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 | $36,177 | $52,208-30.7% | $86,612-58.2% | $74,419-51.4% |
| Participation rate | 7.4% | 66.3%-58.9pp | 71.7%-64.3pp | 70.7%-63.3pp |
| Annual return | 16.34% | 44.46%-28.1pp | 591.07%-574.7pp | 34.38%-18.0pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $577 | $3,383-82.9% | $4,438-87.0% | $4,528-87.2% |
| Admin fee / account holder | $11,220 | $319+3419.0% | $5,614+99.9% | $348+3125.6% |