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 6-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 | $18,168 | $90,348-79.9% | $75,972-76.1% | $145,922-87.5% |
| Participation rate | 57.1% | 74.5%-17.3pp | 69.1%-11.9pp | 80.3%-23.1pp |
| Annual return | 8.81% | 620.88%-612.1pp | 359.55%-350.7pp | 561.29%-552.5pp |
| Employer contribution / active EE | $771 | $3,311-76.7% | $2,685-71.3% | $4,660-83.5% |
| Participant deferral / active EE | $955 | $5,162-81.5% | $4,255-77.6% | $6,688-85.7% |
| Admin fee / account holder | $2,606 | $8,467-69.2% | $6,467-59.7% | $13,397-80.5% |