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 | $7,168 | $70,606-89.8% | $53,898-86.7% | $142,382-95.0% |
| Participation rate | 50.0% | 63.7%-13.7pp | 55.0%-5.0pp | 80.1%-30.1pp |
| Annual return | 16.17% | 619.81%-603.6pp | 528.60%-512.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $172 | $1,202-85.7% | $932-81.5% | $4,299-96.0% |
| Participant deferral / active EE | $227 | $2,364-90.4% | $1,826-87.6% | $6,507-96.5% |
| Admin fee / account holder | $2,586 | $2,852-9.3% | $2,491+3.8% | $12,624-79.5% |