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 | $18,155 | $52,208-65.2% | $86,612-79.0% | $74,419-75.6% |
| Participation rate | 8.3% | 66.3%-58.0pp | 71.7%-63.4pp | 70.7%-62.4pp |
| Annual return | 23.14% | 44.46%-21.3pp | 591.07%-567.9pp | 34.38%-11.2pp |
| Employer contribution / active EE | $0 | $2,282-100.0% | $3,022-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $458 | $3,383-86.5% | $4,438-89.7% | $4,528-89.9% |
| Admin fee / account holder | $2,504 | $319+685.3% | $5,614-55.4% | $348+619.8% |