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 5-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 | $12,361 | $49,915-75.2% | $154,803-92.0% | $74,304-83.4% |
| Participation rate | 22.8% | 54.0%-31.2pp | 78.1%-55.3pp | 60.3%-37.6pp |
| Annual return | 15.97% | 34.06%-18.1pp | 58.88%-42.9pp | 29.43%-13.5pp |
| Employer contribution / active EE | $231 | $1,611-85.6% | $4,305-94.6% | $2,241-89.7% |
| Participant deferral / active EE | $527 | $2,255-76.6% | $5,540-90.5% | $3,767-86.0% |
| Admin fee / account holder | $467 | $2,189-78.7% | $14,329-96.7% | $2,969-84.3% |