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 | $54,390 | $101,317-46.3% | $146,958-63.0% | $74,495-27.0% |
| Participation rate | 40.2% | 75.5%-35.4pp | 82.2%-42.0pp | 67.2%-27.0pp |
| Annual return | 17.01% | 8730.91%-8713.9pp | 418.34%-401.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,176 | $3,810-69.1% | $4,933-76.2% | $2,623-55.2% |
| Participant deferral / active EE | $2,436 | $7,303-66.7% | $8,070-69.8% | $4,346-44.0% |
| Admin fee / account holder | $2,935 | $1,739+68.8% | $12,998-77.4% | $1,942+51.2% |