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 7-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 | $18,881 | $79,449-76.2% | $189,557-90.0% | $85,850-78.0% |
| Participation rate | 44.9% | 66.0%-21.1pp | 78.4%-33.5pp | 69.3%-24.4pp |
| Annual return | 13.04% | 18.45%-5.4pp | 64.17%-51.1pp | 318.53%-305.5pp |
| Employer contribution / active EE | $996 | $2,081-52.1% | $4,412-77.4% | $2,565-61.2% |
| Participant deferral / active EE | $1,335 | $4,051-67.0% | $6,174-78.4% | $3,952-66.2% |
| Admin fee / account holder | $810 | $5,377-84.9% | $9,807-91.7% | $6,260-87.1% |