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 | $16,566 | $107,452-84.6% | $91,541-81.9% | $142,382-88.4% |
| Participation rate | 15.4% | 75.1%-59.7pp | 69.8%-54.4pp | 80.1%-64.7pp |
| Annual return | 15.99% | 22.06%-6.1pp | 20.50%-4.5pp | 217.08%-201.1pp |
| Employer contribution / active EE | $133 | $2,994-95.6% | $2,505-94.7% | $4,299-96.9% |
| Participant deferral / active EE | $533 | $4,754-88.8% | $4,008-86.7% | $6,507-91.8% |
| Admin fee / account holder | $673 | $8,834-92.4% | $6,956-90.3% | $12,624-94.7% |