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 | $87,621 | $30,400+188.2% | $53,898+62.6% | $84,808+3.3% |
| Participation rate | 9.4% | 46.4%-37.1pp | 55.0%-45.6pp | 68.3%-58.9pp |
| Annual return | 17.77% | 500.19%-482.4pp | 528.60%-510.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $95 | $603-84.2% | $932-89.8% | $2,631-96.4% |
| Participant deferral / active EE | $231 | $1,199-80.7% | $1,826-87.4% | $4,212-94.5% |
| Admin fee / account holder | $1,130 | $1,993-43.3% | $2,491-54.6% | $7,344-84.6% |