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 6-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 | $72,408 | $123,793-41.5% | $177,821-59.3% | $79,858-9.3% |
| Participation rate | 67.2% | 84.7%-17.4pp | 87.7%-20.5pp | 69.6%-2.4pp |
| Annual return | 0.00% | 22.82%-22.8pp | 48.32%-48.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $1,566 | $4,095-61.8% | $5,918-73.5% | $2,471-36.6% |
| Participant deferral / active EE | $2,541 | $5,956-57.3% | $7,714-67.1% | $3,740-32.1% |
| Admin fee / account holder | $2,674 | $7,243-63.1% | $12,427-78.5% | $5,306-49.6% |