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 7-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 | $33,686 | $117,983-71.4% | $101,794-66.9% | $142,382-76.3% |
| Participation rate | 0.0% | 74.2%-74.2pp | 69.2%-69.2pp | 80.1%-80.1pp |
| Annual return | 19.24% | 36.92%-17.7pp | 30.53%-11.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $720 | $2,773-74.0% | $2,289-68.5% | $4,299-83.3% |
| Participant deferral / active EE | $720 | $4,714-84.7% | $4,084-82.4% | $6,507-88.9% |
| Admin fee / account holder | $439 | $10,433-95.8% | $8,777-95.0% | $12,624-96.5% |