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 | $25,035 | $114,381-78.1% | $107,525-76.7% | $142,382-82.4% |
| Participation rate | 66.7% | 78.1%-11.5pp | 75.1%-8.4pp | 80.1%-13.5pp |
| Annual return | 25.64% | 242.71%-217.1pp | 181.32%-155.7pp | 217.08%-191.4pp |
| Employer contribution / active EE | $999 | $4,015-75.1% | $3,754-73.4% | $4,299-76.8% |
| Participant deferral / active EE | $1,406 | $5,564-74.7% | $5,116-72.5% | $6,507-78.4% |
| Admin fee / account holder | $4,288 | $9,860-56.5% | $8,919-51.9% | $12,624-66.0% |