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 8-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 | $11,276 | $105,931-89.4% | $81,930-86.2% | $158,922-92.9% |
| Participation rate | 12.5% | 75.6%-63.1pp | 72.0%-59.5pp | 82.0%-69.5pp |
| Annual return | 9.85% | 38.17%-28.3pp | 29.49%-19.6pp | 302.83%-293.0pp |
| Employer contribution / active EE | $207 | $7,800-97.4% | $4,310-95.2% | $4,761-95.7% |
| Participant deferral / active EE | $207 | $13,003-98.4% | $7,107-97.1% | $5,982-96.5% |
| Admin fee / account holder | $4,268 | $8,489-49.7% | $5,158-17.3% | $11,246-62.1% |