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 | $79,114 | $109,817-28.0% | $98,442-19.6% | $167,490-52.8% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 16.19% | 1956.69%-1940.5pp | 1492.73%-1476.5pp | 478.56%-462.4pp |
| Employer contribution / active EE | $1,574 | $3,224-51.2% | $2,960-46.8% | $4,837-67.5% |
| Participant deferral / active EE | $365 | $4,673-92.2% | $4,276-91.5% | $6,341-94.2% |
| Admin fee / account holder | $7,357 | $6,753+8.9% | $5,949+23.7% | $12,309-40.2% |