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 | $28,071 | $179,726-84.4% | $156,263-82.0% | $142,382-80.3% |
| Participation rate | 39.1% | 82.1%-42.9pp | 78.9%-39.8pp | 80.1%-41.0pp |
| Annual return | 16.72% | 77.86%-61.1pp | 59.47%-42.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,095 | $5,069-78.4% | $4,333-74.7% | $4,299-74.5% |
| Participant deferral / active EE | $1,167 | $6,956-83.2% | $6,158-81.1% | $6,507-82.1% |
| Admin fee / account holder | $768 | $17,272-95.6% | $14,255-94.6% | $12,624-93.9% |