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 | $13,261 | $49,227-73.1% | $70,449-81.2% | $79,858-83.4% |
| Participation rate | 22.5% | 69.2%-46.7pp | 75.1%-52.6pp | 69.6%-47.1pp |
| Annual return | 27.83% | 30.06%-2.2pp | 109.03%-81.2pp | 31.71%-3.9pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $719 | $2,768-74.0% | $3,709-80.6% | $3,740-80.8% |
| Admin fee / account holder | $12,450 | $2,878+332.6% | $3,845+223.8% | $5,306+134.6% |