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 | $3,060 | $74,888-95.9% | $71,209-95.7% | $142,382-97.9% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.1%-60.1pp |
| Annual return | 14.18% | 345.14%-331.0pp | 282.51%-268.3pp | 217.08%-202.9pp |
| Employer contribution / active EE | $2,176 | $2,854-23.8% | $2,721-20.0% | $4,299-49.4% |
| Participant deferral / active EE | $147 | $4,454-96.7% | $4,175-96.5% | $6,507-97.7% |
| Admin fee / account holder | $2,916 | $5,568-47.6% | $5,349-45.5% | $12,624-76.9% |