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 | $6,887 | $99,877-93.1% | $84,966-91.9% | $145,922-95.3% |
| Participation rate | 31.3% | 74.1%-42.8pp | 67.5%-36.3pp | 80.3%-49.0pp |
| Annual return | 9.99% | 83.76%-73.8pp | 66.38%-56.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $842 | $5,291-84.1% | $4,519-81.4% | $6,688-87.4% |
| Admin fee / account holder | $1,173 | $7,248-83.8% | $6,149-80.9% | $13,397-91.2% |