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 | $59,219 | $51,576+14.8% | $129,207-54.2% | $80,856-26.8% |
| Participation rate | 2.5% | 57.0%-54.5pp | 69.6%-67.1pp | 67.6%-65.1pp |
| Annual return | 16.93% | 20.81%-3.9pp | 9417.33%-9400.4pp | 35.59%-18.7pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $278 | $2,669-89.6% | $4,168-93.3% | $4,296-93.5% |
| Admin fee / account holder | $16,729 | $4,305+288.6% | $7,715+116.8% | $6,918+141.8% |