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 | $47,936 | $102,966-53.4% | $90,281-46.9% | $152,861-68.6% |
| Participation rate | 61.5% | 75.9%-14.3pp | 73.3%-11.7pp | 82.4%-20.9pp |
| Annual return | 20.40% | 95.16%-74.8pp | 78.10%-57.7pp | 345.32%-324.9pp |
| Employer contribution / active EE | $441 | $3,139-86.0% | $2,854-84.6% | $4,762-90.7% |
| Participant deferral / active EE | $571 | $4,281-86.7% | $3,885-85.3% | $5,850-90.2% |
| Admin fee / account holder | $450 | $6,171-92.7% | $5,351-91.6% | $11,596-96.1% |