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 | $8,921 | $74,888-88.1% | $71,209-87.5% | $142,382-93.7% |
| Participation rate | 35.0% | 76.2%-41.2pp | 73.8%-38.8pp | 80.1%-45.1pp |
| Annual return | 13.39% | 345.14%-331.7pp | 282.51%-269.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $474 | $2,854-83.4% | $2,721-82.6% | $4,299-89.0% |
| Participant deferral / active EE | $544 | $4,454-87.8% | $4,175-87.0% | $6,507-91.6% |
| Admin fee / account holder | $3,915 | $5,568-29.7% | $5,349-26.8% | $12,624-69.0% |