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 | $18,797 | $81,248-76.9% | $155,509-87.9% | $80,856-76.8% |
| Participation rate | 17.1% | 66.2%-49.1pp | 78.2%-61.0pp | 67.6%-50.5pp |
| Annual return | 13.34% | 33.31%-20.0pp | 64.67%-51.3pp | 35.59%-22.3pp |
| Employer contribution / active EE | $0 | $3,100-100.0% | $4,672-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $560 | $3,452-83.8% | $5,626-90.0% | $4,296-87.0% |
| Admin fee / account holder | $676 | $7,997-91.5% | $15,912-95.7% | $6,918-90.2% |