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 | $113,879 | $104,974+8.5% | $95,585+19.1% | $142,382-20.0% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.1%-22.1pp | 80.1%-30.1pp |
| Annual return | 15.99% | 210.33%-194.3pp | 38.56%-22.6pp | 217.08%-201.1pp |
| Employer contribution / active EE | $416 | $2,779-85.0% | $2,527-83.6% | $4,299-90.3% |
| Participant deferral / active EE | $416 | $4,352-90.5% | $4,023-89.7% | $6,507-93.6% |
| Admin fee / account holder | $3,877 | $6,386-39.3% | $6,127-36.7% | $12,624-69.3% |