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 6-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 | $114,628 | $70,669+62.2% | $169,368-32.3% | $75,163+52.5% |
| Participation rate | 21.6% | 64.8%-43.2pp | 77.1%-55.5pp | 67.2%-45.6pp |
| Annual return | 15.54% | 36.36%-20.8pp | 405.60%-390.1pp | 160.62%-145.1pp |
| Employer contribution / active EE | $750 | $2,211-66.1% | $4,013-81.3% | $2,670-71.9% |
| Participant deferral / active EE | $972 | $4,311-77.4% | $6,221-84.4% | $4,125-76.4% |
| Admin fee / account holder | $1,943 | $5,402-64.0% | $9,003-78.4% | $5,651-65.6% |