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 | $53,390 | $70,587-24.4% | $124,672-57.2% | $85,850-37.8% |
| Participation rate | 60.0% | 64.4%-4.4pp | 74.6%-14.6pp | 69.3%-9.3pp |
| Annual return | 19.66% | 20688.83%-20669.2pp | 5142.93%-5123.3pp | 318.53%-298.9pp |
| Employer contribution / active EE | $0 | $1,913-100.0% | $3,324-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,098 | $2,969-63.0% | $4,614-76.2% | $3,952-72.2% |
| Admin fee / account holder | $2,582 | $5,282-51.1% | $7,493-65.5% | $6,260-58.8% |