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 3-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 | $25,752 | $102,317-74.8% | $146,958-82.5% | $80,856-68.2% |
| Participation rate | 43.1% | 75.8%-32.7pp | 82.2%-39.0pp | 67.6%-24.5pp |
| Annual return | 16.76% | 134.76%-118.0pp | 418.34%-401.6pp | 35.59%-18.8pp |
| Employer contribution / active EE | $1,499 | $3,713-59.6% | $4,933-69.6% | $2,755-45.6% |
| Participant deferral / active EE | $2,497 | $6,644-62.4% | $8,070-69.1% | $4,296-41.9% |
| Admin fee / account holder | $3,179 | $7,941-60.0% | $12,998-75.5% | $6,918-54.0% |