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 | $70,641 | $109,817-35.7% | $98,442-28.2% | $167,490-57.8% |
| Participation rate | 54.5% | 75.8%-21.3pp | 73.3%-18.8pp | 82.1%-27.6pp |
| Annual return | 12.43% | 1956.69%-1944.3pp | 1492.73%-1480.3pp | 478.56%-466.1pp |
| Employer contribution / active EE | $877 | $3,224-72.8% | $2,960-70.4% | $4,837-81.9% |
| Participant deferral / active EE | $877 | $4,673-81.2% | $4,276-79.5% | $6,341-86.2% |
| Admin fee / account holder | $801 | $6,753-88.1% | $5,949-86.5% | $12,309-93.5% |