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 | $16,210 | $106,584-84.8% | $101,326-84.0% | $142,382-88.6% |
| Participation rate | 42.9% | 82.7%-39.8pp | 81.5%-38.6pp | 80.1%-37.3pp |
| Annual return | 17.31% | 36.93%-19.6pp | 36.82%-19.5pp | 217.08%-199.8pp |
| Employer contribution / active EE | $567 | $3,956-85.7% | $3,665-84.5% | $4,299-86.8% |
| Participant deferral / active EE | $603 | $8,297-92.7% | $7,994-92.5% | $6,507-90.7% |
| Admin fee / account holder | $1,397 | $11,446-87.8% | $11,185-87.5% | $12,624-88.9% |