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 | $145,988 | $106,584+37.0% | $101,326+44.1% | $142,382+2.5% |
| Participation rate | 16.7% | 82.7%-66.0pp | 81.5%-64.8pp | 80.1%-63.5pp |
| Annual return | 16.06% | 36.93%-20.9pp | 36.82%-20.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $0 | $3,956-100.0% | $3,665-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,711 | $8,297-79.4% | $7,994-78.6% | $6,507-73.7% |
| Admin fee / account holder | $10,337 | $11,446-9.7% | $11,185-7.6% | $12,624-18.1% |