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 | $6,774 | $30,400-77.7% | $53,898-87.4% | $84,808-92.0% |
| Participation rate | 5.3% | 46.4%-41.2pp | 55.0%-49.7pp | 68.3%-63.0pp |
| Annual return | 16.16% | 500.19%-484.0pp | 528.60%-512.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $177 | $603-70.6% | $932-81.0% | $2,631-93.3% |
| Participant deferral / active EE | $252 | $1,199-79.0% | $1,826-86.2% | $4,212-94.0% |
| Admin fee / account holder | $652 | $1,993-67.3% | $2,491-73.8% | $7,344-91.1% |