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 6-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 | $59,982 | $102,317-41.4% | $146,958-59.2% | $80,856-25.8% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.2%-16.8pp | 67.6%-2.3pp |
| Annual return | 91.41% | 134.76%-43.4pp | 418.34%-326.9pp | 35.59%+55.8pp |
| Employer contribution / active EE | $5,187 | $3,713+39.7% | $4,933+5.2% | $2,755+88.3% |
| Participant deferral / active EE | $1,018 | $6,644-84.7% | $8,070-87.4% | $4,296-76.3% |
| Admin fee / account holder | $5,460 | $7,941-31.2% | $12,998-58.0% | $6,918-21.1% |