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 | $44,232 | $91,538-51.7% | $129,995-66.0% | $75,163-41.2% |
| Participation rate | 33.3% | 71.4%-38.1pp | 78.5%-45.2pp | 67.2%-33.9pp |
| Annual return | 17.88% | -631.11%+649.0pp | -137.18%+155.1pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,069 | $2,845-62.4% | $4,320-75.3% | $2,670-60.0% |
| Participant deferral / active EE | $1,292 | $4,341-70.2% | $5,820-77.8% | $4,125-68.7% |
| Admin fee / account holder | $6,029 | $6,790-11.2% | $10,614-43.2% | $5,651+6.7% |