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 | $63,863 | $122,239-47.8% | $184,203-65.3% | $74,495-14.3% |
| Participation rate | 64.3% | 85.5%-21.1pp | 86.8%-22.5pp | 67.2%-2.9pp |
| Annual return | 13.38% | 19.95%-6.6pp | 28.81%-15.4pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $1,787 | $4,537-60.6% | $6,427-72.2% | $2,623-31.9% |
| Participant deferral / active EE | $2,211 | $7,139-69.0% | $9,131-75.8% | $4,346-49.1% |
| Admin fee / account holder | $911 | $1,260-27.7% | $13,901-93.4% | $1,942-53.1% |