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 | $50,223 | $56,357-10.9% | $104,294-51.8% | $68,494-26.7% |
| Participation rate | 57.4% | 63.3%-5.8pp | 73.3%-15.8pp | 67.9%-10.4pp |
| Annual return | 28.41% | -9.19%+37.6pp | 24.61%+3.8pp | -7.84%+36.3pp |
| Employer contribution / active EE | $3,387 | $1,960+72.8% | $3,372+0.5% | $2,596+30.5% |
| Participant deferral / active EE | $0 | $3,077-100.0% | $4,625-100.0% | $4,027-100.0% |
| Admin fee / account holder | $5,896 | $4,903+20.3% | $7,339-19.7% | $5,403+9.1% |