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 | $68,777 | $110,257-37.6% | $96,544-28.8% | $139,434-50.7% |
| Participation rate | 31.6% | 78.1%-46.5pp | 76.0%-44.4pp | 80.3%-48.7pp |
| Annual return | 16.94% | 26.32%-9.4pp | 25.84%-8.9pp | 372.94%-356.0pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $255 | $5,548-95.4% | $4,851-94.7% | $6,710-96.2% |
| Admin fee / account holder | $3,324 | $11,591-71.3% | $8,252-59.7% | $11,403-70.9% |