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 | $28,607 | $81,625-65.0% | $167,512-82.9% | $74,304-61.5% |
| Participation rate | 30.0% | 60.0%-30.0pp | 77.1%-47.1pp | 60.3%-30.3pp |
| Annual return | 18.43% | 26.09%-7.7pp | 1615.79%-1597.4pp | 29.43%-11.0pp |
| Employer contribution / active EE | $452 | $2,010-77.5% | $3,882-88.4% | $2,241-79.8% |
| Participant deferral / active EE | $1,002 | $4,115-75.6% | $6,405-84.3% | $3,767-73.4% |
| Admin fee / account holder | $1,174 | $3,474-66.2% | $9,769-88.0% | $2,969-60.5% |