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 | $48,040 | $62,624-23.3% | $177,989-73.0% | $77,643-38.1% |
| Participation rate | 17.4% | 66.8%-49.5pp | 77.1%-59.7pp | 70.6%-53.2pp |
| Annual return | 15.27% | 16.16%-0.9pp | 294.48%-279.2pp | 31.24%-16.0pp |
| Employer contribution / active EE | $0 | $1,909-100.0% | $3,949-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $879 | $4,219-79.2% | $6,276-86.0% | $4,647-81.1% |
| Admin fee / account holder | $1,692 | $386+338.6% | $10,363-83.7% | $430+293.2% |