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 | $106,773 | $107,452-0.6% | $91,541+16.6% | $142,382-25.0% |
| Participation rate | 0.0% | 75.1%-75.1pp | 69.8%-69.8pp | 80.1%-80.1pp |
| Annual return | 12.85% | 22.06%-9.2pp | 20.50%-7.7pp | 217.08%-204.2pp |
| Employer contribution / active EE | $1,661 | $2,994-44.5% | $2,505-33.7% | $4,299-61.4% |
| Participant deferral / active EE | $367 | $4,754-92.3% | $4,008-90.9% | $6,507-94.4% |
| Admin fee / account holder | $2,496 | $8,834-71.7% | $6,956-64.1% | $12,624-80.2% |