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 4-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 | $9,290 | $58,208-84.0% | $81,812-88.6% | $80,856-88.5% |
| Participation rate | 7.1% | 63.4%-56.3pp | 72.3%-65.2pp | 67.6%-60.5pp |
| Annual return | 13.13% | 41.66%-28.5pp | 773.79%-760.7pp | 35.59%-22.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $222 | $3,281-93.2% | $4,319-94.9% | $4,296-94.8% |
| Admin fee / account holder | $2,445 | $4,981-50.9% | $7,386-66.9% | $6,918-64.7% |