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 | $217,587 | $117,841+84.6% | $102,423+112.4% | $145,922+49.1% |
| Participation rate | 27.8% | 78.6%-50.8pp | 76.5%-48.7pp | 80.3%-52.5pp |
| Annual return | 8.69% | 31.65%-23.0pp | 29.32%-20.6pp | 561.29%-552.6pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $760 | $5,731-86.7% | $5,053-85.0% | $6,688-88.6% |
| Admin fee / account holder | $32,818 | $13,326+146.3% | $9,451+247.3% | $13,397+145.0% |