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 9-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 | $39,793 | $79,171-49.7% | $102,423-61.1% | $74,495-46.6% |
| Participation rate | 37.9% | 74.8%-36.9pp | 76.5%-38.6pp | 67.2%-29.3pp |
| Annual return | 14.64% | 54.93%-40.3pp | 29.32%-14.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $824 | $2,362-65.1% | $3,023-72.7% | $2,623-68.6% |
| Participant deferral / active EE | $1,215 | $4,415-72.5% | $5,053-76.0% | $4,346-72.0% |
| Admin fee / account holder | $6,227 | $2,001+211.2% | $9,451-34.1% | $1,942+220.7% |