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 | $248,710 | $59,839+315.6% | $81,983+203.4% | $79,858+211.4% |
| Participation rate | 25.0% | 61.6%-36.6pp | 69.2%-44.2pp | 69.6%-44.6pp |
| Annual return | 29.15% | 17.56%+11.6pp | 41.31%-12.2pp | 31.71%-2.6pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $639 | $2,695-76.3% | $3,722-82.8% | $3,740-82.9% |
| Admin fee / account holder | $1,133 | $4,287-73.6% | $5,664-80.0% | $5,306-78.6% |