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 | $224,615 | $81,460+175.7% | $103,333+117.4% | $80,856+177.8% |
| Participation rate | 18.8% | 66.8%-48.1pp | 74.5%-55.8pp | 67.6%-48.9pp |
| Annual return | 13.75% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $3,868-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,187 | $3,869-69.3% | $5,057-76.5% | $4,296-72.4% |
| Admin fee / account holder | $9,845 | $6,566+49.9% | $8,355+17.8% | $6,918+42.3% |