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 | $95,242 | $66,098+44.1% | $101,794-6.4% | $74,304+28.2% |
| Participation rate | 8.0% | 53.8%-45.8pp | 69.2%-61.2pp | 60.3%-52.4pp |
| Annual return | 13.19% | 19.59%-6.4pp | 30.53%-17.3pp | 29.43%-16.2pp |
| Employer contribution / active EE | $359 | $1,082-66.8% | $2,289-84.3% | $2,241-84.0% |
| Participant deferral / active EE | $995 | $2,781-64.2% | $4,084-75.6% | $3,767-73.6% |
| Admin fee / account holder | $874 | $4,146-78.9% | $8,777-90.0% | $2,969-70.6% |