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 | $136,776 | $117,983+15.9% | $101,794+34.4% | $142,382-3.9% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.2%-19.2pp | 80.1%-30.1pp |
| Annual return | 13.37% | 36.92%-23.5pp | 30.53%-17.2pp | 217.08%-203.7pp |
| Employer contribution / active EE | $1,003 | $2,773-63.8% | $2,289-56.2% | $4,299-76.7% |
| Participant deferral / active EE | $1,094 | $4,714-76.8% | $4,084-73.2% | $6,507-83.2% |
| Admin fee / account holder | $49,679 | $10,433+376.2% | $8,777+466.0% | $12,624+293.5% |