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 | $214,195 | $73,867+190.0% | $143,757+49.0% | $68,494+212.7% |
| Participation rate | 19.4% | 66.7%-47.2pp | 80.3%-60.9pp | 67.9%-48.4pp |
| Annual return | 14.34% | 1.01%+13.3pp | -0.04%+14.4pp | -7.84%+22.2pp |
| Employer contribution / active EE | $786 | $3,184-75.3% | $4,951-84.1% | $2,596-69.7% |
| Participant deferral / active EE | $786 | $3,384-76.8% | $5,637-86.1% | $4,027-80.5% |
| Admin fee / account holder | $31,949 | $5,755+455.2% | $14,673+117.7% | $5,403+491.4% |