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 | $30,347 | $48,795-37.8% | $65,493-53.7% | $84,808-64.2% |
| Participation rate | 15.2% | 67.0%-51.8pp | 73.1%-57.9pp | 68.3%-53.2pp |
| Annual return | 18.21% | 20.20%-2.0pp | 982.45%-964.2pp | 40.90%-22.7pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $429 | $2,928-85.4% | $3,961-89.2% | $4,212-89.8% |
| Admin fee / account holder | $3,368 | $3,877-13.1% | $5,028-33.0% | $7,344-54.1% |