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 | $66,476 | $86,286-23.0% | $111,297-40.3% | $85,850-22.6% |
| Participation rate | 29.9% | 73.3%-43.4pp | 77.3%-47.4pp | 69.3%-39.4pp |
| Annual return | 19.96% | 19.99%0pp | 54.65%-34.7pp | 318.53%-298.6pp |
| Employer contribution / active EE | $1,041 | $2,043-49.1% | $2,731-61.9% | $2,565-59.4% |
| Participant deferral / active EE | $1,618 | $3,641-55.6% | $4,487-63.9% | $3,952-59.1% |
| Admin fee / account holder | $4,491 | $8,188-45.1% | $7,964-43.6% | $6,260-28.3% |