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 | $39,749 | $58,927-32.5% | $76,817-48.3% | $72,985-45.5% |
| Participation rate | 42.9% | 67.3%-24.5pp | 72.1%-29.2pp | 69.5%-26.6pp |
| Annual return | 17.73% | 2305.64%-2287.9pp | 1166.11%-1148.4pp | 81.00%-63.3pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $874 | $2,690-67.5% | $3,336-73.8% | $3,607-75.8% |
| Admin fee / account holder | $6,322 | $4,013+57.6% | $6,420-1.5% | $5,124+23.4% |