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 | $14,405 | $80,717-82.2% | $154,803-90.7% | $84,808-83.0% |
| Participation rate | 46.4% | 66.8%-20.4pp | 78.1%-31.6pp | 68.3%-21.9pp |
| Annual return | 19.66% | 37.96%-18.3pp | 58.88%-39.2pp | 40.90%-21.2pp |
| Employer contribution / active EE | $562 | $2,761-79.7% | $4,305-87.0% | $2,631-78.7% |
| Participant deferral / active EE | $662 | $3,303-79.9% | $5,540-88.0% | $4,212-84.3% |
| Admin fee / account holder | $1,512 | $6,746-77.6% | $14,329-89.4% | $7,344-79.4% |