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 9-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 | $15,023 | $88,751-83.1% | $81,812-81.6% | $145,922-89.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.3%-39.0pp | 80.3%-46.9pp |
| Annual return | 22.95% | 1025.40%-1002.4pp | 773.79%-750.8pp | 561.29%-538.3pp |
| Employer contribution / active EE | $416 | $3,083-86.5% | $2,912-85.7% | $4,660-91.1% |
| Participant deferral / active EE | $600 | $4,643-87.1% | $4,319-86.1% | $6,688-91.0% |
| Admin fee / account holder | $435 | $8,415-94.8% | $7,386-94.1% | $13,397-96.8% |