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 | $1,431 | $70,606-98.0% | $53,898-97.3% | $142,382-99.0% |
| Participation rate | 58.3% | 63.7%-5.4pp | 55.0%+3.4pp | 80.1%-21.8pp |
| Annual return | 9.81% | 619.81%-610.0pp | 528.60%-518.8pp | 217.08%-207.3pp |
| Employer contribution / active EE | $15 | $1,202-98.7% | $932-98.4% | $4,299-99.6% |
| Participant deferral / active EE | $19 | $2,364-99.2% | $1,826-99.0% | $6,507-99.7% |
| Admin fee / account holder | $450 | $2,852-84.2% | $2,491-81.9% | $12,624-96.4% |