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 | $12,360 | $111,754-88.9% | $103,333-88.0% | $145,922-91.5% |
| Participation rate | 36.8% | 77.9%-41.1pp | 74.5%-37.7pp | 80.3%-43.4pp |
| Annual return | 10.37% | 24.77%-14.4pp | 24.88%-14.5pp | 561.29%-550.9pp |
| Employer contribution / active EE | $955 | $4,212-77.3% | $3,868-75.3% | $4,660-79.5% |
| Participant deferral / active EE | $1,430 | $5,619-74.5% | $5,057-71.7% | $6,688-78.6% |
| Admin fee / account holder | $7,962 | $9,750-18.3% | $8,355-4.7% | $13,397-40.6% |