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 | $19,550 | $77,634-74.8% | $156,549-87.5% | $62,891-68.9% |
| Participation rate | 50.8% | 71.2%-20.4pp | 84.0%-33.2pp | 69.3%-18.5pp |
| Annual return | 5.33% | 50.32%-45.0pp | 32.23%-26.9pp | 20.14%-14.8pp |
| Employer contribution / active EE | $602 | $3,444-82.5% | $5,501-89.1% | $2,281-73.6% |
| Participant deferral / active EE | $784 | $3,045-74.2% | $4,871-83.9% | $3,203-75.5% |
| Admin fee / account holder | $4,350 | $5,561-21.8% | $13,027-66.6% | $4,296+1.3% |