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 | $23,074 | $82,630-72.1% | $64,105-64.0% | $125,391-81.6% |
| Participation rate | 45.0% | 75.9%-30.9pp | 68.2%-23.2pp | 83.2%-38.2pp |
| Annual return | -2.73% | 1489.72%-1492.4pp | 791.24%-794.0pp | 282.22%-284.9pp |
| Employer contribution / active EE | $0 | $2,671-100.0% | $1,820-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $252 | $3,608-93.0% | $2,822-91.1% | $5,352-95.3% |
| Admin fee / account holder | $1,883 | $6,382-70.5% | $4,499-58.1% | $9,540-80.3% |