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 | $56,462 | $65,409-13.7% | $98,442-42.6% | $85,850-34.2% |
| Participation rate | 45.7% | 65.0%-19.3pp | 73.3%-27.7pp | 69.3%-23.7pp |
| Annual return | 21.09% | 21.76%-0.7pp | 1492.73%-1471.6pp | 318.53%-297.4pp |
| Employer contribution / active EE | $524 | $2,168-75.8% | $2,960-82.3% | $2,565-79.6% |
| Participant deferral / active EE | $736 | $3,166-76.7% | $4,276-82.8% | $3,952-81.4% |
| Admin fee / account holder | $2,129 | $4,593-53.6% | $5,949-64.2% | $6,260-66.0% |