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 | $146,545 | $102,317+43.2% | $146,958-0.3% | $80,856+81.2% |
| Participation rate | 38.7% | 75.8%-37.1pp | 82.2%-43.4pp | 67.6%-28.9pp |
| Annual return | 12.86% | 134.76%-121.9pp | 418.34%-405.5pp | 35.59%-22.7pp |
| Employer contribution / active EE | $960 | $3,713-74.1% | $4,933-80.5% | $2,755-65.1% |
| Participant deferral / active EE | $1,942 | $6,644-70.8% | $8,070-75.9% | $4,296-54.8% |
| Admin fee / account holder | $3,495 | $7,941-56.0% | $12,998-73.1% | $6,918-49.5% |