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 | $154,373 | $102,317+50.9% | $146,958+5.0% | $80,856+90.9% |
| Participation rate | 12.1% | 75.8%-63.7pp | 82.2%-70.0pp | 67.6%-55.5pp |
| Annual return | 12.68% | 134.76%-122.1pp | 418.34%-405.7pp | 35.59%-22.9pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,027 | $6,644-69.5% | $8,070-74.9% | $4,296-52.8% |
| Admin fee / account holder | $82,389 | $7,941+937.5% | $12,998+533.8% | $6,918+1090.9% |