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 9-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 | $25,220 | $102,966-75.5% | $90,281-72.1% | $152,861-83.5% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.4%-19.9pp |
| Annual return | 16.33% | 95.16%-78.8pp | 78.10%-61.8pp | 345.32%-329.0pp |
| Employer contribution / active EE | $2,202 | $3,139-29.9% | $2,854-22.9% | $4,762-53.8% |
| Participant deferral / active EE | $576 | $4,281-86.5% | $3,885-85.2% | $5,850-90.1% |
| Admin fee / account holder | $16,912 | $6,171+174.1% | $5,351+216.0% | $11,596+45.8% |