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 | $47,904 | $53,516-10.5% | $126,539-62.1% | $84,808-43.5% |
| Participation rate | 16.2% | 58.2%-42.1pp | 69.8%-53.6pp | 68.3%-52.1pp |
| Annual return | 16.53% | 58.34%-41.8pp | 425.95%-409.4pp | 40.90%-24.4pp |
| Employer contribution / active EE | $265 | $1,535-82.8% | $3,674-92.8% | $2,631-89.9% |
| Participant deferral / active EE | $600 | $2,671-77.6% | $4,083-85.3% | $4,212-85.8% |
| Admin fee / account holder | $6,167 | $4,497+37.2% | $6,065+1.7% | $7,344-16.0% |