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 | $17,218 | $60,124-71.4% | $90,404-81.0% | $79,858-78.4% |
| Participation rate | 34.6% | 65.0%-30.4pp | 72.7%-38.1pp | 69.6%-35.0pp |
| Annual return | 16.64% | 71.94%-55.3pp | 1293.02%-1276.4pp | 31.71%-15.1pp |
| Employer contribution / active EE | $325 | $2,068-84.3% | $3,262-90.1% | $2,471-86.9% |
| Participant deferral / active EE | $439 | $2,938-85.1% | $3,963-88.9% | $3,740-88.3% |
| Admin fee / account holder | $1,108 | $3,976-72.1% | $5,611-80.3% | $5,306-79.1% |