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 7-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 | $65,546 | $79,171-17.2% | $102,423-36.0% | $74,495-12.0% |
| Participation rate | 26.4% | 74.8%-48.4pp | 76.5%-50.0pp | 67.2%-40.8pp |
| Annual return | 17.29% | 54.93%-37.6pp | 29.32%-12.0pp | 1364.94%-1347.6pp |
| Employer contribution / active EE | $992 | $2,362-58.0% | $3,023-67.2% | $2,623-62.2% |
| Participant deferral / active EE | $1,834 | $4,415-58.5% | $5,053-63.7% | $4,346-57.8% |
| Admin fee / account holder | $3,266 | $2,001+63.2% | $9,451-65.4% | $1,942+68.2% |