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 6-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 | $16,375 | $106,584-84.6% | $101,326-83.8% | $142,382-88.5% |
| Participation rate | 62.5% | 82.7%-20.2pp | 81.5%-19.0pp | 80.1%-17.6pp |
| Annual return | 20.70% | 36.93%-16.2pp | 36.82%-16.1pp | 217.08%-196.4pp |
| Employer contribution / active EE | $704 | $3,956-82.2% | $3,665-80.8% | $4,299-83.6% |
| Participant deferral / active EE | $1,748 | $8,297-78.9% | $7,994-78.1% | $6,507-73.1% |
| Admin fee / account holder | $363 | $11,446-96.8% | $11,185-96.8% | $12,624-97.1% |