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 10-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 | $111,802 | $112,881-1.0% | $90,951+22.9% | $158,922-29.7% |
| Participation rate | 57.1% | 74.7%-17.6pp | 69.0%-11.9pp | 82.0%-24.8pp |
| Annual return | 8.12% | 215.79%-207.7pp | 134.60%-126.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $744 | $2,893-74.3% | $2,122-64.9% | $4,761-84.4% |
| Participant deferral / active EE | $894 | $4,128-78.3% | $3,373-73.5% | $5,982-85.0% |
| Admin fee / account holder | $3,547 | $8,041-55.9% | $5,959-40.5% | $11,246-68.5% |