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 | $10,825 | $56,053-80.7% | $75,972-85.8% | $80,856-86.6% |
| Participation rate | 10.5% | 62.0%-51.5pp | 69.1%-58.5pp | 67.6%-57.1pp |
| Annual return | 10.73% | 20.53%-9.8pp | 359.55%-348.8pp | 35.59%-24.9pp |
| Employer contribution / active EE | $439 | $1,874-76.6% | $2,685-83.7% | $2,755-84.1% |
| Participant deferral / active EE | $659 | $3,052-78.4% | $4,255-84.5% | $4,296-84.7% |
| Admin fee / account holder | $4,275 | $5,234-18.3% | $6,467-33.9% | $6,918-38.2% |