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 | $68,733 | $80,724-14.9% | $103,333-33.5% | $74,495-7.7% |
| Participation rate | 26.6% | 65.7%-39.0pp | 74.5%-47.9pp | 67.2%-40.6pp |
| Annual return | 14.89% | 27.56%-12.7pp | 24.88%-10.0pp | 1364.94%-1350.1pp |
| Employer contribution / active EE | $0 | $3,157-100.0% | $3,868-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,336 | $3,860-65.4% | $5,057-73.6% | $4,346-69.3% |
| Admin fee / account holder | $6,302 | $2,368+166.2% | $8,355-24.6% | $1,942+224.6% |