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 | $29,806 | $85,202-65.0% | $172,739-82.7% | $72,985-59.2% |
| Participation rate | 30.3% | 70.1%-39.8pp | 82.6%-52.3pp | 69.5%-39.2pp |
| Annual return | 18.80% | 27.32%-8.5pp | 802.84%-784.0pp | 81.00%-62.2pp |
| Employer contribution / active EE | $650 | $3,324-80.4% | $5,143-87.4% | $2,440-73.3% |
| Participant deferral / active EE | $798 | $3,260-75.5% | $5,198-84.6% | $3,607-77.9% |
| Admin fee / account holder | $5,627 | $5,884-4.4% | $13,954-59.7% | $5,124+9.8% |