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 5-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 | $26,683 | $133,922-80.1% | $116,228-77.0% | $142,382-81.3% |
| Participation rate | 46.2% | 77.9%-31.7pp | 74.6%-28.4pp | 80.1%-34.0pp |
| Annual return | 20.25% | 147.76%-127.5pp | 90.06%-69.8pp | 217.08%-196.8pp |
| Employer contribution / active EE | $1,233 | $3,446-64.2% | $2,994-58.8% | $4,299-71.3% |
| Participant deferral / active EE | $1,471 | $5,672-74.1% | $4,953-70.3% | $6,507-77.4% |
| Admin fee / account holder | $3,524 | $14,945-76.4% | $11,989-70.6% | $12,624-72.1% |