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 | $99,818 | $179,726-44.5% | $156,263-36.1% | $142,382-29.9% |
| Participation rate | 50.0% | 82.1%-32.1pp | 78.9%-28.9pp | 80.1%-30.1pp |
| Annual return | 18.50% | 77.86%-59.4pp | 59.47%-41.0pp | 217.08%-198.6pp |
| Employer contribution / active EE | $1,346 | $5,069-73.4% | $4,333-68.9% | $4,299-68.7% |
| Participant deferral / active EE | $1,683 | $6,956-75.8% | $6,158-72.7% | $6,507-74.1% |
| Admin fee / account holder | $1,203 | $17,272-93.0% | $14,255-91.6% | $12,624-90.5% |