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 8-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 | $40,595 | $58,694-30.8% | $142,863-71.6% | $85,850-52.7% |
| Participation rate | 13.6% | 58.5%-44.9pp | 71.9%-58.4pp | 69.3%-55.7pp |
| Annual return | 18.23% | 27.72%-9.5pp | 5637.54%-5619.3pp | 318.53%-300.3pp |
| Employer contribution / active EE | $537 | $1,423-62.2% | $4,144-87.0% | $2,565-79.1% |
| Participant deferral / active EE | $901 | $2,607-65.4% | $3,837-76.5% | $3,952-77.2% |
| Admin fee / account holder | $1,091 | $4,239-74.3% | $6,560-83.4% | $6,260-82.6% |