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 5-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 | $18,196 | $99,877-81.8% | $84,966-78.6% | $145,922-87.5% |
| Participation rate | 28.6% | 74.1%-45.5pp | 67.5%-38.9pp | 80.3%-51.7pp |
| Annual return | 13.04% | 83.76%-70.7pp | 66.38%-53.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $430 | $5,291-91.9% | $4,519-90.5% | $6,688-93.6% |
| Admin fee / account holder | $324 | $7,248-95.5% | $6,149-94.7% | $13,397-97.6% |