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 | $90,448 | $39,122+131.2% | $57,179+58.2% | $62,891+43.8% |
| Participation rate | 36.6% | 70.5%-33.9pp | 75.3%-38.8pp | 69.3%-32.7pp |
| Annual return | 204.39% | 9.23%+195.2pp | 14.59%+189.8pp | 20.14%+184.2pp |
| Employer contribution / active EE | $473 | $1,874-74.8% | $2,682-82.4% | $2,281-79.3% |
| Participant deferral / active EE | $473 | $2,374-80.1% | $3,096-84.7% | $3,203-85.2% |
| Admin fee / account holder | $1,788 | $2,592-31.0% | $3,139-43.0% | $4,296-58.4% |