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 | $9,746 | $49,915-80.5% | $154,803-93.7% | $74,304-86.9% |
| Participation rate | 23.5% | 54.0%-30.5pp | 78.1%-54.6pp | 60.3%-36.9pp |
| Annual return | 18.82% | 34.06%-15.2pp | 58.88%-40.1pp | 29.43%-10.6pp |
| Employer contribution / active EE | $338 | $1,611-79.0% | $4,305-92.1% | $2,241-84.9% |
| Participant deferral / active EE | $564 | $2,255-75.0% | $5,540-89.8% | $3,767-85.0% |
| Admin fee / account holder | $1,646 | $2,189-24.8% | $14,329-88.5% | $2,969-44.5% |