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 | $180,430 | $102,966+75.2% | $90,281+99.9% | $152,861+18.0% |
| Participation rate | 9.1% | 75.9%-66.8pp | 73.3%-64.2pp | 82.4%-73.4pp |
| Annual return | 21.07% | 95.16%-74.1pp | 78.10%-57.0pp | 345.32%-324.2pp |
| Employer contribution / active EE | $3,179 | $3,139+1.3% | $2,854+11.4% | $4,762-33.2% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,850-100.0% |
| Admin fee / account holder | $2,791 | $6,171-54.8% | $5,351-47.8% | $11,596-75.9% |