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 8-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 | $13,174 | $49,227-73.2% | $70,449-81.3% | $79,858-83.5% |
| Participation rate | 13.5% | 69.2%-55.7pp | 75.1%-61.6pp | 69.6%-56.2pp |
| Annual return | 15.11% | 30.06%-15.0pp | 109.03%-93.9pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $528 | $2,768-80.9% | $3,709-85.8% | $3,740-85.9% |
| Admin fee / account holder | $4,440 | $2,878+54.3% | $3,845+15.5% | $5,306-16.3% |