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 3-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 | $6,115 | $85,022-92.8% | $70,515-91.3% | $139,434-95.6% |
| Participation rate | 22.2% | 73.9%-51.7pp | 68.3%-46.1pp | 80.3%-58.1pp |
| Annual return | 13.49% | 30.38%-16.9pp | 32.77%-19.3pp | 372.94%-359.4pp |
| Employer contribution / active EE | $595 | $3,909-84.8% | $2,973-80.0% | $4,751-87.5% |
| Participant deferral / active EE | $921 | $5,890-84.4% | $4,567-79.8% | $6,710-86.3% |
| Admin fee / account holder | $844 | $8,906-90.5% | $6,412-86.8% | $11,403-92.6% |