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 3-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 | $7,188 | $104,974-93.2% | $95,585-92.5% | $142,382-95.0% |
| Participation rate | 29.2% | 75.0%-45.8pp | 72.1%-42.9pp | 80.1%-51.0pp |
| Annual return | 11.71% | 210.33%-198.6pp | 38.56%-26.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $0 | $2,779-100.0% | $2,527-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $474 | $4,352-89.1% | $4,023-88.2% | $6,507-92.7% |
| Admin fee / account holder | $426 | $6,386-93.3% | $6,127-93.1% | $12,624-96.6% |