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 7-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 | $59,152 | $44,960+31.6% | $84,966-30.4% | $74,495-20.6% |
| Participation rate | 7.1% | 49.4%-42.3pp | 67.5%-60.4pp | 67.2%-60.1pp |
| Annual return | 12.22% | 26.24%-14.0pp | 66.38%-54.2pp | 1364.94%-1352.7pp |
| Employer contribution / active EE | $0 | $1,457-100.0% | $2,727-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $546 | $2,731-80.0% | $4,519-87.9% | $4,346-87.4% |
| Admin fee / account holder | $1,933 | $2,209-12.5% | $6,149-68.6% | $1,942-0.5% |