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 | $137,537 | $106,355+29.3% | $237,244-42.0% | $116,875+17.7% |
| Participation rate | 26.4% | 71.9%-45.4pp | 80.3%-53.8pp | 74.5%-48.1pp |
| Annual return | 12.17% | 17.03%-4.9pp | 4131.29%-4119.1pp | 16.29%-4.1pp |
| Employer contribution / active EE | $0 | $1,595-100.0% | $4,351-100.0% | $3,288-100.0% |
| Participant deferral / active EE | $1,111 | $3,396-67.3% | $4,056-72.6% | $3,885-71.4% |
| Admin fee / account holder | $18,940 | $11,423+65.8% | $18,030+5.0% | $12,263+54.4% |