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 | $53,761 | $96,635-44.4% | $86,612-37.9% | $139,434-61.4% |
| Participation rate | 29.4% | 74.4%-45.0pp | 71.7%-42.3pp | 80.3%-50.9pp |
| Annual return | 21.22% | 106.41%-85.2pp | 591.07%-569.8pp | 372.94%-351.7pp |
| Employer contribution / active EE | $491 | $3,263-85.0% | $3,022-83.8% | $4,751-89.7% |
| Participant deferral / active EE | $505 | $4,836-89.6% | $4,438-88.6% | $6,710-92.5% |
| Admin fee / account holder | $6,848 | $6,408+6.9% | $5,614+22.0% | $11,403-39.9% |