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 | $120,089 | $53,516+124.4% | $126,539-5.1% | $84,808+41.6% |
| Participation rate | 22.2% | 58.2%-36.0pp | 69.8%-47.6pp | 68.3%-46.1pp |
| Annual return | 13.29% | 58.34%-45.0pp | 425.95%-412.7pp | 40.90%-27.6pp |
| Employer contribution / active EE | $524 | $1,535-65.9% | $3,674-85.7% | $2,631-80.1% |
| Participant deferral / active EE | $573 | $2,671-78.5% | $4,083-86.0% | $4,212-86.4% |
| Admin fee / account holder | $2,809 | $4,497-37.5% | $6,065-53.7% | $7,344-61.8% |