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 | $2,104 | $70,606-97.0% | $53,898-96.1% | $142,382-98.5% |
| Participation rate | 66.7% | 63.7%+3.0pp | 55.0%+11.7pp | 80.1%-13.5pp |
| Annual return | 9.15% | 619.81%-610.7pp | 528.60%-519.5pp | 217.08%-207.9pp |
| Employer contribution / active EE | $60 | $1,202-95.0% | $932-93.6% | $4,299-98.6% |
| Participant deferral / active EE | $81 | $2,364-96.6% | $1,826-95.6% | $6,507-98.8% |
| Admin fee / account holder | $1,962 | $2,852-31.2% | $2,491-21.2% | $12,624-84.5% |