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 3-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 | $21,118 | $159,901-86.8% | $146,958-85.6% | $145,922-85.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.8pp | 80.3%-54.0pp |
| Annual return | 14.63% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.7pp |
| Employer contribution / active EE | $1,525 | $5,286-71.2% | $4,933-69.1% | $4,660-67.3% |
| Participant deferral / active EE | $1,932 | $8,428-77.1% | $8,070-76.1% | $6,688-71.1% |
| Admin fee / account holder | $10,118 | $15,044-32.7% | $12,998-22.2% | $13,397-24.5% |