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 | $166,960 | $209,411-20.3% | $178,490-6.5% | $158,922+5.1% |
| Participation rate | 66.7% | 86.3%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 9.07% | 188.75%-179.7pp | 151.07%-142.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $1,181 | $5,706-79.3% | $5,011-76.4% | $4,761-75.2% |
| Participant deferral / active EE | $1,555 | $5,954-73.9% | $5,202-70.1% | $5,982-74.0% |
| Admin fee / account holder | $1,532 | $17,074-91.0% | $13,984-89.0% | $11,246-86.4% |