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 | $52,513 | $115,770-54.6% | $101,248-48.1% | $158,922-67.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 11.61% | 56.14%-44.5pp | 46.47%-34.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,858 | $4,175-55.5% | $3,660-49.2% | $4,761-61.0% |
| Participant deferral / active EE | $534 | $4,957-89.2% | $4,370-87.8% | $5,982-91.1% |
| Admin fee / account holder | $520 | $7,245-92.8% | $5,945-91.3% | $11,246-95.4% |