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 | $49,499 | $68,346-27.6% | $94,646-47.7% | $75,163-34.1% |
| Participation rate | 52.1% | 76.1%-24.0pp | 80.8%-28.7pp | 67.2%-15.1pp |
| Annual return | 15.78% | 616.93%-601.1pp | 156.71%-140.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $899 | $2,701-66.7% | $3,672-75.5% | $2,670-66.3% |
| Participant deferral / active EE | $962 | $6,537-85.3% | $7,418-87.0% | $4,125-76.7% |
| Admin fee / account holder | $1,580 | $5,326-70.3% | $7,231-78.1% | $5,651-72.0% |