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 | $71,845 | $59,417+20.9% | $93,606-23.2% | $74,495-3.6% |
| Participation rate | 8.0% | 59.7%-51.7pp | 68.7%-60.8pp | 67.2%-59.2pp |
| Annual return | 11.95% | 81.83%-69.9pp | 133.20%-121.2pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $321 | $1,264-74.6% | $2,420-86.8% | $2,623-87.8% |
| Participant deferral / active EE | $952 | $3,050-68.8% | $4,411-78.4% | $4,346-78.1% |
| Admin fee / account holder | $841 | $3,021-72.2% | $8,285-89.9% | $1,942-56.7% |