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 | $67,921 | $209,832-67.6% | $189,513-64.2% | $167,490-59.4% |
| Participation rate | 27.3% | 88.7%-61.4pp | 87.8%-60.5pp | 82.1%-54.8pp |
| Annual return | 9.55% | 748.27%-738.7pp | 555.15%-545.6pp | 478.56%-469.0pp |
| Employer contribution / active EE | $0 | $6,914-100.0% | $6,162-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $609 | $8,935-93.2% | $8,221-92.6% | $6,341-90.4% |
| Admin fee / account holder | $8,851 | $14,293-38.1% | $12,045-26.5% | $12,309-28.1% |