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 | $54,528 | $54,701-0.3% | $86,188-36.7% | $71,457-23.7% |
| Participation rate | 12.9% | 60.1%-47.2pp | 69.0%-56.1pp | 67.9%-55.0pp |
| Annual return | 13.82% | 20.06%-6.2pp | 1168.45%-1154.6pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $1,265-100.0% | $2,380-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $752 | $3,108-75.8% | $3,985-81.1% | $4,289-82.5% |
| Admin fee / account holder | $523 | $1,922-72.8% | $6,852-92.4% | $1,587-67.0% |