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 | $19,526 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.3%-24.4pp | 80.1%-22.2pp |
| Annual return | 20.52% | 70.24%-49.7pp | 62.55%-42.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $1,167 | $4,961-76.5% | $4,693-75.1% | $4,299-72.8% |
| Participant deferral / active EE | $1,654 | $8,310-80.1% | $7,997-79.3% | $6,507-74.6% |
| Admin fee / account holder | $1,569 | $14,846-89.4% | $13,435-88.3% | $12,624-87.6% |