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 | $206,870 | $165,984+24.6% | $164,813+25.5% | $145,922+41.8% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.7pp |
| Annual return | 14.21% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,745 | $5,273-66.9% | $4,341-59.8% | $4,660-62.6% |
| Participant deferral / active EE | $2,022 | $6,959-70.9% | $6,031-66.5% | $6,688-69.8% |
| Admin fee / account holder | $34,032 | $16,648+104.4% | $12,690+168.2% | $13,397+154.0% |