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 5-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 | $64,916 | $101,317-35.9% | $146,958-55.8% | $74,495-12.9% |
| Participation rate | 35.4% | 75.5%-40.1pp | 82.2%-46.8pp | 67.2%-31.8pp |
| Annual return | 25.61% | 8730.91%-8705.3pp | 418.34%-392.7pp | 1364.94%-1339.3pp |
| Employer contribution / active EE | $1,221 | $3,810-67.9% | $4,933-75.2% | $2,623-53.4% |
| Participant deferral / active EE | $2,591 | $7,303-64.5% | $8,070-67.9% | $4,346-40.4% |
| Admin fee / account holder | $11,736 | $1,739+574.9% | $12,998-9.7% | $1,942+504.4% |