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 4-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 | $39,115 | $48,795-19.8% | $65,493-40.3% | $84,808-53.9% |
| Participation rate | 5.4% | 67.0%-61.6pp | 73.1%-67.7pp | 68.3%-62.9pp |
| Annual return | 23.20% | 20.20%+3.0pp | 982.45%-959.2pp | 40.90%-17.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $614 | $2,928-79.0% | $3,961-84.5% | $4,212-85.4% |
| Admin fee / account holder | $1,701 | $3,877-56.1% | $5,028-66.2% | $7,344-76.8% |