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 6-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 | $16,797 | $56,114-70.1% | $96,139-82.5% | $85,850-80.4% |
| Participation rate | 15.1% | 56.7%-41.7pp | 68.4%-53.4pp | 69.3%-54.2pp |
| Annual return | 12.40% | 42.30%-29.9pp | 191.94%-179.5pp | 318.53%-306.1pp |
| Employer contribution / active EE | $305 | $1,620-81.2% | $2,797-89.1% | $2,565-88.1% |
| Participant deferral / active EE | $573 | $2,859-80.0% | $4,349-86.8% | $3,952-85.5% |
| Admin fee / account holder | $3,465 | $3,768-8.0% | $5,537-37.4% | $6,260-44.6% |