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 | $111,041 | $79,944+38.9% | $98,439+12.8% | $75,163+47.7% |
| Participation rate | 54.3% | 70.4%-16.1pp | 75.2%-20.9pp | 67.2%-12.9pp |
| Annual return | 13.82% | 19.75%-5.9pp | 21.16%-7.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,438 | $3,752-61.7% | $4,738-69.6% | $4,125-65.1% |
| Admin fee / account holder | $6,011 | $6,840-12.1% | $8,948-32.8% | $5,651+6.4% |