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 | $146,685 | $79,013+85.6% | $100,391+46.1% | $74,495+96.9% |
| Participation rate | 42.7% | 79.5%-36.7pp | 81.5%-38.7pp | 67.2%-24.5pp |
| Annual return | 13.65% | 20.41%-6.8pp | 49.20%-35.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $1,428 | $3,021-52.7% | $3,942-63.8% | $2,623-45.6% |
| Participant deferral / active EE | $2,861 | $7,760-63.1% | $8,082-64.6% | $4,346-34.2% |
| Admin fee / account holder | $4,677 | $1,320+254.3% | $7,899-40.8% | $1,942+140.9% |