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 | $132,344 | $56,114+135.8% | $96,139+37.7% | $85,850+54.2% |
| Participation rate | 11.2% | 56.7%-45.5pp | 68.4%-57.2pp | 69.3%-58.1pp |
| Annual return | 13.40% | 42.30%-28.9pp | 191.94%-178.5pp | 318.53%-305.1pp |
| Employer contribution / active EE | $343 | $1,620-78.8% | $2,797-87.7% | $2,565-86.6% |
| Participant deferral / active EE | $767 | $2,859-73.2% | $4,349-82.4% | $3,952-80.6% |
| Admin fee / account holder | $10,139 | $3,768+169.1% | $5,537+83.1% | $6,260+62.0% |