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 | $14,511 | $49,922-70.9% | $80,569-82.0% | $75,163-80.7% |
| Participation rate | 22.0% | 55.3%-33.3pp | 67.0%-45.0pp | 67.2%-45.2pp |
| Annual return | 18.83% | 34.69%-15.9pp | 935.43%-916.6pp | 160.62%-141.8pp |
| Employer contribution / active EE | $278 | $1,698-83.7% | $2,723-89.8% | $2,670-89.6% |
| Participant deferral / active EE | $708 | $2,990-76.3% | $4,447-84.1% | $4,125-82.8% |
| Admin fee / account holder | $1,630 | $3,577-54.4% | $5,377-69.7% | $5,651-71.2% |