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 7-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 | $28,719 | $62,127-53.8% | $81,382-64.7% | $74,495-61.4% |
| Participation rate | 12.0% | 64.0%-52.0pp | 69.5%-57.4pp | 67.2%-55.2pp |
| Annual return | 23.63% | 16.48%+7.1pp | 24.73%-1.1pp | 1364.94%-1341.3pp |
| Employer contribution / active EE | $608 | $1,882-67.7% | $2,463-75.3% | $2,623-76.8% |
| Participant deferral / active EE | $1,193 | $3,229-63.1% | $3,883-69.3% | $4,346-72.5% |
| Admin fee / account holder | $10,380 | $1,934+436.6% | $5,768+79.9% | $1,942+434.6% |