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 5-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 | $6,601 | $96,305-93.1% | $80,569-91.8% | $139,434-95.3% |
| Participation rate | 40.0% | 73.6%-33.6pp | 67.0%-27.0pp | 80.3%-40.3pp |
| Annual return | 13.25% | 1350.08%-1336.8pp | 935.43%-922.2pp | 372.94%-359.7pp |
| Employer contribution / active EE | $500 | $3,262-84.7% | $2,723-81.7% | $4,751-89.5% |
| Participant deferral / active EE | $624 | $5,232-88.1% | $4,447-86.0% | $6,710-90.7% |
| Admin fee / account holder | $2,450 | $6,599-62.9% | $5,377-54.4% | $11,403-78.5% |