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 | $10,526 | $104,974-90.0% | $95,585-89.0% | $142,382-92.6% |
| Participation rate | 23.5% | 75.0%-51.4pp | 72.1%-48.5pp | 80.1%-56.6pp |
| Annual return | 15.90% | 210.33%-194.4pp | 38.56%-22.7pp | 217.08%-201.2pp |
| Employer contribution / active EE | $384 | $2,779-86.2% | $2,527-84.8% | $4,299-91.1% |
| Participant deferral / active EE | $555 | $4,352-87.2% | $4,023-86.2% | $6,507-91.5% |
| Admin fee / account holder | $404 | $6,386-93.7% | $6,127-93.4% | $12,624-96.8% |