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 | $35,355 | $91,538-61.4% | $129,995-72.8% | $75,163-53.0% |
| Participation rate | 5.4% | 71.4%-66.1pp | 78.5%-73.1pp | 67.2%-61.8pp |
| Annual return | 17.32% | -631.11%+648.4pp | -137.18%+154.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $860 | $4,341-80.2% | $5,820-85.2% | $4,125-79.1% |
| Admin fee / account holder | $1,567 | $6,790-76.9% | $10,614-85.2% | $5,651-72.3% |