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 | $18,003 | $99,877-82.0% | $84,966-78.8% | $145,922-87.7% |
| Participation rate | 37.5% | 74.1%-36.6pp | 67.5%-30.0pp | 80.3%-42.8pp |
| Annual return | 9.82% | 83.76%-73.9pp | 66.38%-56.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $401 | $3,231-87.6% | $2,727-85.3% | $4,660-91.4% |
| Participant deferral / active EE | $446 | $5,291-91.6% | $4,519-90.1% | $6,688-93.3% |
| Admin fee / account holder | $9,797 | $7,248+35.2% | $6,149+59.3% | $13,397-26.9% |