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 | $100,893 | $48,795+106.8% | $65,493+54.1% | $84,808+19.0% |
| Participation rate | 60.7% | 67.0%-6.3pp | 73.1%-12.4pp | 68.3%-7.6pp |
| Annual return | 16.93% | 20.20%-3.3pp | 982.45%-965.5pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,900 | $1,930+50.3% | $2,574+12.7% | $2,631+10.2% |
| Participant deferral / active EE | $335 | $2,928-88.6% | $3,961-91.5% | $4,212-92.0% |
| Admin fee / account holder | $1,152 | $3,877-70.3% | $5,028-77.1% | $7,344-84.3% |