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 | $16,221 | $111,754-85.5% | $103,333-84.3% | $145,922-88.9% |
| Participation rate | 21.1% | 77.9%-56.9pp | 74.5%-53.5pp | 80.3%-59.2pp |
| Annual return | 11.56% | 24.77%-13.2pp | 24.88%-13.3pp | 561.29%-549.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,868-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $1,388 | $5,619-75.3% | $5,057-72.6% | $6,688-79.2% |
| Admin fee / account holder | $1,432 | $9,750-85.3% | $8,355-82.9% | $13,397-89.3% |