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 8-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 | $95,857 | $93,024+3.0% | $77,024+24.5% | $134,475-28.7% |
| Participation rate | 38.5% | 74.5%-36.0pp | 67.9%-29.4pp | 81.2%-42.8pp |
| Annual return | -18.71% | 62.60%-81.3pp | 42.32%-61.0pp | 417.96%-436.7pp |
| Employer contribution / active EE | $871 | $3,418-74.5% | $2,812-69.0% | $4,740-81.6% |
| Participant deferral / active EE | $871 | $5,238-83.4% | $4,426-80.3% | $6,400-86.4% |
| Admin fee / account holder | $961 | $6,944-86.2% | $5,425-82.3% | $11,426-91.6% |