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 | $215,888 | $102,317+111.0% | $146,958+46.9% | $80,856+167.0% |
| Participation rate | 30.2% | 75.8%-45.7pp | 82.2%-52.0pp | 67.6%-37.5pp |
| Annual return | 14.25% | 134.76%-120.5pp | 418.34%-404.1pp | 35.59%-21.3pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,137 | $6,644-67.8% | $8,070-73.5% | $4,296-50.2% |
| Admin fee / account holder | $11,606 | $7,941+46.1% | $12,998-10.7% | $6,918+67.8% |