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 6-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 | $14,164 | $48,795-71.0% | $65,493-78.4% | $84,808-83.3% |
| Participation rate | 31.3% | 67.0%-35.7pp | 73.1%-41.8pp | 68.3%-37.1pp |
| Annual return | 12.57% | 20.20%-7.6pp | 982.45%-969.9pp | 40.90%-28.3pp |
| Employer contribution / active EE | $459 | $1,930-76.2% | $2,574-82.2% | $2,631-82.5% |
| Participant deferral / active EE | $773 | $2,928-73.6% | $3,961-80.5% | $4,212-81.7% |
| Admin fee / account holder | $1,345 | $3,877-65.3% | $5,028-73.3% | $7,344-81.7% |