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 | $19,007 | $30,400-37.5% | $53,898-64.7% | $84,808-77.6% |
| Participation rate | 8.6% | 46.4%-37.9pp | 55.0%-46.4pp | 68.3%-59.7pp |
| Annual return | 18.76% | 500.19%-481.4pp | 528.60%-509.8pp | 40.90%-22.1pp |
| Employer contribution / active EE | $128 | $603-78.7% | $932-86.3% | $2,631-95.1% |
| Participant deferral / active EE | $199 | $1,199-83.4% | $1,826-89.1% | $4,212-95.3% |
| Admin fee / account holder | $451 | $1,993-77.4% | $2,491-81.9% | $7,344-93.9% |