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 9-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 | $54,248 | $138,065-60.7% | $123,544-56.1% | $135,375-59.9% |
| Participation rate | 37.5% | 84.7%-47.2pp | 82.3%-44.8pp | 82.6%-45.1pp |
| Annual return | -6.36% | 153.68%-160.0pp | 119.20%-125.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $948 | $5,151-81.6% | $4,628-79.5% | $4,779-80.2% |
| Participant deferral / active EE | $1,375 | $6,799-79.8% | $6,426-78.6% | $5,609-75.5% |
| Admin fee / account holder | $636 | $10,916-94.2% | $9,284-93.2% | $10,827-94.1% |