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 9-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 | $57,666 | $190,805-69.8% | $159,960-64.0% | $134,475-57.1% |
| Participation rate | 50.0% | 81.9%-31.9pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -13.38% | 552.23%-565.6pp | 408.60%-422.0pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,312 | $4,995-73.7% | $4,226-69.0% | $4,740-72.3% |
| Participant deferral / active EE | $550 | $6,923-92.1% | $6,182-91.1% | $6,400-91.4% |
| Admin fee / account holder | $718 | $10,471-93.1% | $8,698-91.8% | $11,426-93.7% |