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 | $6,897 | $31,310-78.0% | $53,898-87.2% | $74,304-90.7% |
| Participation rate | 3.5% | 30.7%-27.1pp | 55.0%-51.4pp | 60.3%-56.8pp |
| Annual return | 18.28% | 23.16%-4.9pp | 528.60%-510.3pp | 29.43%-11.2pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $77 | $934-91.7% | $1,826-95.8% | $3,767-97.9% |
| Admin fee / account holder | $1,675 | $2,175-23.0% | $2,491-32.8% | $2,969-43.6% |