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 10-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 | $111,642 | $180,449-38.1% | $154,107-27.6% | $135,375-17.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -1.70% | 888.09%-889.8pp | 735.12%-736.8pp | 519.73%-521.4pp |
| Employer contribution / active EE | $1,440 | $6,035-76.1% | $5,298-72.8% | $4,779-69.9% |
| Participant deferral / active EE | $1,440 | $5,806-75.2% | $5,081-71.6% | $5,609-74.3% |
| Admin fee / account holder | $5,966 | $16,143-63.0% | $13,411-55.5% | $10,827-44.9% |