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 | $10,966 | $30,400-63.9% | $53,898-79.7% | $84,808-87.1% |
| Participation rate | 6.5% | 46.4%-40.0pp | 55.0%-48.5pp | 68.3%-61.9pp |
| Annual return | 19.35% | 500.19%-480.8pp | 528.60%-509.3pp | 40.90%-21.5pp |
| Employer contribution / active EE | $199 | $603-67.0% | $932-78.7% | $2,631-92.4% |
| Participant deferral / active EE | $206 | $1,199-82.8% | $1,826-88.7% | $4,212-95.1% |
| Admin fee / account holder | $1,399 | $1,993-29.8% | $2,491-43.8% | $7,344-81.0% |