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 | $24,119 | $77,314-68.8% | $177,989-86.4% | $80,856-70.2% |
| Participation rate | 23.6% | 65.7%-42.1pp | 77.1%-53.4pp | 67.6%-44.0pp |
| Annual return | 12.73% | 18.09%-5.4pp | 294.48%-281.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $667 | $2,292-70.9% | $3,949-83.1% | $2,755-75.8% |
| Participant deferral / active EE | $975 | $4,411-77.9% | $6,276-84.5% | $4,296-77.3% |
| Admin fee / account holder | $3,140 | $7,191-56.3% | $10,363-69.7% | $6,918-54.6% |