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 8-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 | $41,626 | $100,852-58.7% | $90,404-54.0% | $158,922-73.8% |
| Participation rate | 23.1% | 75.0%-51.9pp | 72.7%-49.6pp | 82.0%-58.9pp |
| Annual return | 12.72% | 1724.20%-1711.5pp | 1293.02%-1280.3pp | 302.83%-290.1pp |
| Employer contribution / active EE | $584 | $3,689-84.2% | $3,262-82.1% | $4,761-87.7% |
| Participant deferral / active EE | $524 | $4,348-87.9% | $3,963-86.8% | $5,982-91.2% |
| Admin fee / account holder | $628 | $6,501-90.3% | $5,611-88.8% | $11,246-94.4% |