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 10-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 | $6,685 | $30,400-78.0% | $53,898-87.6% | $84,808-92.1% |
| Participation rate | 17.1% | 46.4%-29.3pp | 55.0%-37.8pp | 68.3%-51.2pp |
| Annual return | 16.21% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $82 | $603-86.3% | $932-91.2% | $2,631-96.9% |
| Participant deferral / active EE | $130 | $1,199-89.2% | $1,826-92.9% | $4,212-96.9% |
| Admin fee / account holder | $1,674 | $1,993-16.0% | $2,491-32.8% | $7,344-77.2% |