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 5-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 | $73,987 | $81,208-8.9% | $98,907-25.2% | $79,858-7.4% |
| Participation rate | 61.4% | 72.5%-11.1pp | 76.0%-14.7pp | 69.6%-8.3pp |
| Annual return | 0.00% | 60.99%-61.0pp | 196.43%-196.4pp | 31.71%-31.7pp |
| Employer contribution / active EE | $2,798 | $1,960+42.8% | $2,689+4.0% | $2,471+13.2% |
| Participant deferral / active EE | $1,339 | $3,265-59.0% | $4,244-68.5% | $3,740-64.2% |
| Admin fee / account holder | $3,099 | $6,013-48.5% | $6,642-53.3% | $5,306-41.6% |