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 | $126,464 | $60,124+110.3% | $90,404+39.9% | $79,858+58.4% |
| Participation rate | 20.6% | 65.0%-44.4pp | 72.7%-52.1pp | 69.6%-49.0pp |
| Annual return | 23.73% | 71.94%-48.2pp | 1293.02%-1269.3pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $756 | $2,938-74.3% | $3,963-80.9% | $3,740-79.8% |
| Admin fee / account holder | $436 | $3,976-89.0% | $5,611-92.2% | $5,306-91.8% |