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 8-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 | $36,951 | $81,208-54.5% | $98,907-62.6% | $79,858-53.7% |
| Participation rate | 23.3% | 72.5%-49.2pp | 76.0%-52.7pp | 69.6%-46.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $711 | $1,960-63.7% | $2,689-73.6% | $2,471-71.2% |
| Participant deferral / active EE | $1,394 | $3,265-57.3% | $4,244-67.2% | $3,740-62.7% |
| Admin fee / account holder | $1,792 | $6,013-70.2% | $6,642-73.0% | $5,306-66.2% |