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 | $132,974 | $81,208+63.7% | $98,907+34.4% | $79,858+66.5% |
| Participation rate | 17.5% | 72.5%-55.0pp | 76.0%-58.6pp | 69.6%-52.2pp |
| Annual return | 12.29% | 60.99%-48.7pp | 196.43%-184.1pp | 31.71%-19.4pp |
| Employer contribution / active EE | $502 | $1,960-74.4% | $2,689-81.3% | $2,471-79.7% |
| Participant deferral / active EE | $1,256 | $3,265-61.5% | $4,244-70.4% | $3,740-66.4% |
| Admin fee / account holder | $16,173 | $6,013+169.0% | $6,642+143.5% | $5,306+204.8% |