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 | $37,771 | $94,752-60.1% | $112,887-66.5% | $139,434-72.9% |
| Participation rate | 30.0% | 81.3%-51.3pp | 80.5%-50.5pp | 80.3%-50.3pp |
| Annual return | 15.94% | 40.88%-24.9pp | 34.10%-18.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,267 | $4,625-72.6% | $4,563-72.2% | $4,751-73.3% |
| Participant deferral / active EE | $1,289 | $6,512-80.2% | $6,513-80.2% | $6,710-80.8% |
| Admin fee / account holder | $5,242 | $8,527-38.5% | $7,047-25.6% | $11,403-54.0% |