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 | $22,130 | $172,478-87.2% | $145,661-84.8% | $142,382-84.5% |
| Participation rate | 38.9% | 80.1%-41.2pp | 77.2%-38.3pp | 80.1%-41.2pp |
| Annual return | 16.89% | 151.09%-134.2pp | 101.46%-84.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $0 | $4,899-100.0% | $4,238-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,464 | $8,348-82.5% | $7,198-79.7% | $6,507-77.5% |
| Admin fee / account holder | $336 | $16,864-98.0% | $12,466-97.3% | $12,624-97.3% |