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 | $23,828 | $89,753-73.5% | $107,525-77.8% | $84,808-71.9% |
| Participation rate | 40.0% | 68.1%-28.1pp | 75.1%-35.1pp | 68.3%-28.3pp |
| Annual return | 22.90% | 29.48%-6.6pp | 181.32%-158.4pp | 40.90%-18.0pp |
| Employer contribution / active EE | $1,166 | $3,113-62.6% | $3,754-68.9% | $2,631-55.7% |
| Participant deferral / active EE | $1,625 | $4,056-59.9% | $5,116-68.2% | $4,212-61.4% |
| Admin fee / account holder | $899 | $7,222-87.6% | $8,919-89.9% | $7,344-87.8% |