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 | $7,218 | $88,751-91.9% | $81,812-91.2% | $145,922-95.1% |
| Participation rate | 11.1% | 75.0%-63.9pp | 72.3%-61.2pp | 80.3%-69.2pp |
| Annual return | 11.39% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $436 | $3,083-85.8% | $2,912-85.0% | $4,660-90.6% |
| Participant deferral / active EE | $462 | $4,643-90.1% | $4,319-89.3% | $6,688-93.1% |
| Admin fee / account holder | $6,113 | $8,415-27.4% | $7,386-17.2% | $13,397-54.4% |