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 9-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 | $125,516 | $118,849+5.6% | $96,562+30.0% | $167,490-25.1% |
| Participation rate | 31.3% | 75.5%-44.2pp | 69.8%-38.6pp | 82.1%-50.9pp |
| Annual return | 18.32% | 50.49%-32.2pp | 37.78%-19.5pp | 478.56%-460.2pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $628 | $4,616-86.4% | $3,849-83.7% | $6,341-90.1% |
| Admin fee / account holder | $7,207 | $8,065-10.6% | $6,181+16.6% | $12,309-41.4% |