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 | $71,353 | $198,466-64.0% | $170,442-58.1% | $147,584-51.7% |
| Participation rate | 36.4% | 88.0%-51.6pp | 83.6%-47.2pp | 82.8%-46.5pp |
| Annual return | 17.46% | 257.29%-239.8pp | 205.93%-188.5pp | 578.55%-561.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $182 | $5,629-96.8% | $4,939-96.3% | $5,439-96.6% |
| Admin fee / account holder | $391 | $16,852-97.7% | $13,880-97.2% | $10,885-96.4% |