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 7-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 | $76,150 | $106,028-28.2% | $146,958-48.2% | $77,643-1.9% |
| Participation rate | 26.1% | 78.4%-52.2pp | 82.2%-56.0pp | 70.6%-44.5pp |
| Annual return | 17.10% | 56.73%-39.6pp | 418.34%-401.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $1,168 | $4,063-71.3% | $4,933-76.3% | $2,726-57.2% |
| Participant deferral / active EE | $2,294 | $7,990-71.3% | $8,070-71.6% | $4,647-50.6% |
| Admin fee / account holder | $1,532 | $337+354.0% | $12,998-88.2% | $430+256.0% |