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 | $14,884 | $117,983-87.4% | $101,794-85.4% | $142,382-89.5% |
| Participation rate | 38.5% | 74.2%-35.8pp | 69.2%-30.7pp | 80.1%-41.7pp |
| Annual return | 23.25% | 36.92%-13.7pp | 30.53%-7.3pp | 217.08%-193.8pp |
| Employer contribution / active EE | $737 | $2,773-73.4% | $2,289-67.8% | $4,299-82.9% |
| Participant deferral / active EE | $990 | $4,714-79.0% | $4,084-75.8% | $6,507-84.8% |
| Admin fee / account holder | $2,203 | $10,433-78.9% | $8,777-74.9% | $12,624-82.6% |