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 | $186,984 | $62,573+198.8% | $85,682+118.2% | $85,850+117.8% |
| Participation rate | 10.9% | 61.1%-50.3pp | 69.9%-59.0pp | 69.3%-58.4pp |
| Annual return | 15.57% | 23.77%-8.2pp | 21.49%-5.9pp | 318.53%-303.0pp |
| Employer contribution / active EE | $387 | $1,757-78.0% | $2,618-85.2% | $2,565-84.9% |
| Participant deferral / active EE | $751 | $2,802-73.2% | $3,923-80.9% | $3,952-81.0% |
| Admin fee / account holder | $24,985 | $4,640+438.5% | $6,873+263.5% | $6,260+299.1% |