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 4-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 | $8,957 | $95,561-90.6% | $77,163-88.4% | $139,434-93.6% |
| Participation rate | 28.6% | 73.9%-45.4pp | 69.6%-41.0pp | 80.3%-51.7pp |
| Annual return | 10.07% | 54.92%-44.9pp | 37.87%-27.8pp | 372.94%-362.9pp |
| Employer contribution / active EE | $498 | $3,147-84.2% | $2,535-80.4% | $4,751-89.5% |
| Participant deferral / active EE | $759 | $4,624-83.6% | $3,833-80.2% | $6,710-88.7% |
| Admin fee / account holder | $7,979 | $8,295-3.8% | $5,472+45.8% | $11,403-30.0% |