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 | $20,325 | $30,400-33.1% | $53,898-62.3% | $84,808-76.0% |
| Participation rate | 44.7% | 46.4%-1.7pp | 55.0%-10.2pp | 68.3%-23.6pp |
| Annual return | 16.04% | 500.19%-484.1pp | 528.60%-512.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,755 | $603+191.2% | $932+88.3% | $2,631-33.3% |
| Participant deferral / active EE | $232 | $1,199-80.6% | $1,826-87.3% | $4,212-94.5% |
| Admin fee / account holder | $341 | $1,993-82.9% | $2,491-86.3% | $7,344-95.4% |