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 | $24,199 | $179,726-86.5% | $156,263-84.5% | $142,382-83.0% |
| Participation rate | 60.0% | 82.1%-22.1pp | 78.9%-18.9pp | 80.1%-20.1pp |
| Annual return | 18.27% | 77.86%-59.6pp | 59.47%-41.2pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,569 | $5,069-69.0% | $4,333-63.8% | $4,299-63.5% |
| Participant deferral / active EE | $1,945 | $6,956-72.0% | $6,158-68.4% | $6,507-70.1% |
| Admin fee / account holder | $490 | $17,272-97.2% | $14,255-96.6% | $12,624-96.1% |