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 | $3,134 | $70,606-95.6% | $53,898-94.2% | $142,382-97.8% |
| Participation rate | 22.2% | 63.7%-41.5pp | 55.0%-32.7pp | 80.1%-57.9pp |
| Annual return | 18.42% | 619.81%-601.4pp | 528.60%-510.2pp | 217.08%-198.7pp |
| Employer contribution / active EE | $122 | $1,202-89.9% | $932-86.9% | $4,299-97.2% |
| Participant deferral / active EE | $183 | $2,364-92.3% | $1,826-90.0% | $6,507-97.2% |
| Admin fee / account holder | $691 | $2,852-75.8% | $2,491-72.3% | $12,624-94.5% |