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 | $42,632 | $83,902-49.2% | $167,512-74.5% | $84,808-49.7% |
| Participation rate | 21.4% | 66.5%-45.0pp | 77.1%-55.6pp | 68.3%-46.9pp |
| Annual return | 93.92% | 91.55%+2.4pp | 1615.79%-1521.9pp | 40.90%+53.0pp |
| Employer contribution / active EE | $562 | $2,264-75.2% | $3,882-85.5% | $2,631-78.6% |
| Participant deferral / active EE | $663 | $4,442-85.1% | $6,405-89.7% | $4,212-84.3% |
| Admin fee / account holder | $1,442 | $7,915-81.8% | $9,769-85.2% | $7,344-80.4% |