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 | $18,630 | $77,314-75.9% | $177,989-89.5% | $80,856-77.0% |
| Participation rate | 29.1% | 65.7%-36.6pp | 77.1%-48.0pp | 67.6%-38.5pp |
| Annual return | 11.54% | 18.09%-6.5pp | 294.48%-282.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $598 | $2,292-73.9% | $3,949-84.9% | $2,755-78.3% |
| Participant deferral / active EE | $863 | $4,411-80.4% | $6,276-86.3% | $4,296-79.9% |
| Admin fee / account holder | $3,553 | $7,191-50.6% | $10,363-65.7% | $6,918-48.6% |