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 | $198,331 | $93,571+112.0% | $135,903+45.9% | $75,163+163.9% |
| Participation rate | 56.0% | 75.2%-19.1pp | 81.9%-25.9pp | 67.2%-11.1pp |
| Annual return | 15.73% | 30.90%-15.2pp | 68.23%-52.5pp | 160.62%-144.9pp |
| Employer contribution / active EE | $4,807 | $3,537+35.9% | $4,856-1.0% | $2,670+80.1% |
| Participant deferral / active EE | $1,952 | $6,404-69.5% | $7,758-74.8% | $4,125-52.7% |
| Admin fee / account holder | $58,942 | $6,975+745.0% | $10,762+447.7% | $5,651+943.1% |