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 | $112,851 | $85,766+31.6% | $136,294-17.2% | $70,131+60.9% |
| Participation rate | 60.8% | 74.2%-13.4pp | 81.9%-21.1pp | 69.5%-8.8pp |
| Annual return | 16.18% | 31.45%-15.3pp | 5155.94%-5139.8pp | 73.14%-57.0pp |
| Employer contribution / active EE | $1,237 | $2,966-58.3% | $4,695-73.7% | $2,342-47.2% |
| Participant deferral / active EE | $1,392 | $5,051-72.4% | $6,247-77.7% | $3,332-58.2% |
| Admin fee / account holder | $6,607 | $5,420+21.9% | $9,243-28.5% | $4,645+42.2% |