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 | $11,651 | $77,899-85.0% | $149,673-92.2% | $75,163-84.5% |
| Participation rate | 20.3% | 65.6%-45.3pp | 78.8%-58.5pp | 67.2%-46.9pp |
| Annual return | 40.81% | 31.72%+9.1pp | 134.42%-93.6pp | 160.62%-119.8pp |
| Employer contribution / active EE | $378 | $3,137-88.0% | $4,818-92.2% | $2,670-85.9% |
| Participant deferral / active EE | $666 | $3,411-80.5% | $5,680-88.3% | $4,125-83.9% |
| Admin fee / account holder | $980 | $5,956-83.5% | $13,210-92.6% | $5,651-82.7% |