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 4-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 | $49,717 | $30,400+63.5% | $53,898-7.8% | $84,808-41.4% |
| Participation rate | 6.9% | 46.4%-39.5pp | 55.0%-48.1pp | 68.3%-61.4pp |
| Annual return | 16.98% | 500.19%-483.2pp | 528.60%-511.6pp | 40.90%-23.9pp |
| Employer contribution / active EE | $0 | $603-100.0% | $932-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $34 | $1,199-97.2% | $1,826-98.2% | $4,212-99.2% |
| Admin fee / account holder | $1,645 | $1,993-17.5% | $2,491-34.0% | $7,344-77.6% |