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 | $110,800 | $238,490-53.5% | $180,183-38.5% | $142,382-22.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 77.4%-10.8pp | 80.1%-13.5pp |
| Annual return | 20.65% | 33.56%-12.9pp | 27.86%-7.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $1,428 | $6,143-76.8% | $5,039-71.7% | $4,299-66.8% |
| Participant deferral / active EE | $2,300 | $7,996-71.2% | $6,822-66.3% | $6,507-64.7% |
| Admin fee / account holder | $778 | $28,866-97.3% | $19,975-96.1% | $12,624-93.8% |