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 7-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 | $22,499 | $63,346-64.5% | $92,233-75.6% | $70,131-67.9% |
| Participation rate | 15.2% | 68.7%-53.5pp | 76.5%-61.3pp | 69.5%-54.4pp |
| Annual return | 13.36% | 530.12%-516.8pp | 176.28%-162.9pp | 73.14%-59.8pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $243 | $2,854-91.5% | $3,897-93.8% | $3,332-92.7% |
| Admin fee / account holder | $617 | $3,840-83.9% | $5,194-88.1% | $4,645-86.7% |