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 8-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 | $14,769 | $114,047-87.1% | $96,139-84.6% | $167,490-91.2% |
| Participation rate | 38.1% | 75.1%-37.0pp | 68.4%-30.4pp | 82.1%-44.0pp |
| Annual return | 14.18% | 189.88%-175.7pp | 191.94%-177.8pp | 478.56%-464.4pp |
| Employer contribution / active EE | $447 | $3,427-86.9% | $2,797-84.0% | $4,837-90.8% |
| Participant deferral / active EE | $588 | $5,194-88.7% | $4,349-86.5% | $6,341-90.7% |
| Admin fee / account holder | $1,365 | $6,897-80.2% | $5,537-75.4% | $12,309-88.9% |