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 | $34,281 | $81,625-58.0% | $167,512-79.5% | $74,304-53.9% |
| Participation rate | 21.8% | 60.0%-38.2pp | 77.1%-55.2pp | 60.3%-38.5pp |
| Annual return | 17.13% | 26.09%-9.0pp | 1615.79%-1598.7pp | 29.43%-12.3pp |
| Employer contribution / active EE | $641 | $2,010-68.1% | $3,882-83.5% | $2,241-71.4% |
| Participant deferral / active EE | $1,345 | $4,115-67.3% | $6,405-79.0% | $3,767-64.3% |
| Admin fee / account holder | $11,282 | $3,474+224.7% | $9,769+15.5% | $2,969+280.0% |