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 | $148,289 | $104,251+42.2% | $91,001+63.0% | $147,584+0.5% |
| Participation rate | 68.8% | 78.2%-9.5pp | 75.6%-6.9pp | 82.8%-14.1pp |
| Annual return | 21.62% | 27.06%-5.4pp | 4.60%+17.0pp | 578.55%-556.9pp |
| Employer contribution / active EE | $9,828 | $3,116+215.4% | $2,456+300.2% | $4,876+101.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,547-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,171 | $8,948-75.7% | $5,417-59.9% | $10,885-80.1% |