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 | $52,183 | $60,323-13.5% | $81,812-36.2% | $74,495-30.0% |
| Participation rate | 22.3% | 62.9%-40.5pp | 72.3%-50.0pp | 67.2%-44.9pp |
| Annual return | 23.31% | 16.90%+6.4pp | 773.79%-750.5pp | 1364.94%-1341.6pp |
| Employer contribution / active EE | $1,190 | $2,620-54.6% | $2,912-59.1% | $2,623-54.6% |
| Participant deferral / active EE | $652 | $3,387-80.8% | $4,319-84.9% | $4,346-85.0% |
| Admin fee / account holder | $427 | $1,486-71.2% | $7,386-94.2% | $1,942-78.0% |