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 | $156,854 | $165,335-5.1% | $149,696+4.8% | $158,922-1.3% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 33.81% | 348.15%-314.3pp | 276.60%-242.8pp | 302.83%-269.0pp |
| Employer contribution / active EE | $1,466 | $5,103-71.3% | $4,644-68.4% | $4,761-69.2% |
| Participant deferral / active EE | $1,762 | $7,181-75.5% | $6,842-74.3% | $5,982-70.6% |
| Admin fee / account holder | $1,433 | $10,807-86.7% | $9,309-84.6% | $11,246-87.3% |