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 4-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 | $66,688 | $102,604-35.0% | $86,188-22.6% | $139,434-52.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 19.78% | 1922.51%-1902.7pp | 1168.45%-1148.7pp | 372.94%-353.2pp |
| Employer contribution / active EE | $634 | $3,032-79.1% | $2,380-73.4% | $4,751-86.7% |
| Participant deferral / active EE | $634 | $4,676-86.4% | $3,985-84.1% | $6,710-90.6% |
| Admin fee / account holder | $311 | $8,657-96.4% | $6,852-95.5% | $11,403-97.3% |