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 | $8,973 | $58,208-84.6% | $81,812-89.0% | $80,856-88.9% |
| Participation rate | 23.7% | 63.4%-39.7pp | 72.3%-48.6pp | 67.6%-43.9pp |
| Annual return | 11.26% | 41.66%-30.4pp | 773.79%-762.5pp | 35.59%-24.3pp |
| Employer contribution / active EE | $287 | $2,340-87.7% | $2,912-90.1% | $2,755-89.6% |
| Participant deferral / active EE | $249 | $3,281-92.4% | $4,319-94.2% | $4,296-94.2% |
| Admin fee / account holder | $1,335 | $4,981-73.2% | $7,386-81.9% | $6,918-80.7% |