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 | $156,797 | $51,576+204.0% | $129,207+21.4% | $80,856+93.9% |
| Participation rate | 15.6% | 57.0%-41.4pp | 69.6%-54.0pp | 67.6%-52.0pp |
| Annual return | 12.64% | 20.81%-8.2pp | 9417.33%-9404.7pp | 35.59%-23.0pp |
| Employer contribution / active EE | $465 | $1,584-70.6% | $4,153-88.8% | $2,755-83.1% |
| Participant deferral / active EE | $520 | $2,669-80.5% | $4,168-87.5% | $4,296-87.9% |
| Admin fee / account holder | $16,111 | $4,305+274.2% | $7,715+108.8% | $6,918+132.9% |