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 | $48,122 | $77,145-37.6% | $108,410-55.6% | $85,850-43.9% |
| Participation rate | 3.0% | 74.7%-71.6pp | 80.1%-77.1pp | 69.3%-66.3pp |
| Annual return | 14.60% | 44.54%-29.9pp | 905.27%-890.7pp | 318.53%-303.9pp |
| Employer contribution / active EE | $0 | $2,379-100.0% | $3,558-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $588 | $5,566-89.4% | $6,563-91.0% | $3,952-85.1% |
| Admin fee / account holder | $20,723 | $5,172+300.7% | $7,295+184.1% | $6,260+231.0% |