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 | $9,283 | $90,348-89.7% | $75,972-87.8% | $145,922-93.6% |
| Participation rate | 16.7% | 74.5%-57.8pp | 69.1%-52.4pp | 80.3%-63.6pp |
| Annual return | 18.89% | 620.88%-602.0pp | 359.55%-340.7pp | 561.29%-542.4pp |
| Employer contribution / active EE | $578 | $3,311-82.5% | $2,685-78.5% | $4,660-87.6% |
| Participant deferral / active EE | $578 | $5,162-88.8% | $4,255-86.4% | $6,688-91.4% |
| Admin fee / account holder | $10,796 | $8,467+27.5% | $6,467+66.9% | $13,397-19.4% |