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 | $165,689 | $121,625+36.2% | $104,607+58.4% | $158,922+4.3% |
| Participation rate | 60.0% | 77.5%-17.5pp | 74.1%-14.1pp | 82.0%-22.0pp |
| Annual return | 6.13% | 465.26%-459.1pp | 340.46%-334.3pp | 302.83%-296.7pp |
| Employer contribution / active EE | $6,526 | $3,163+106.3% | $2,681+143.4% | $4,761+37.1% |
| Participant deferral / active EE | $168 | $4,177-96.0% | $3,740-95.5% | $5,982-97.2% |
| Admin fee / account holder | $144,432 | $7,787+1754.9% | $6,473+2131.2% | $11,246+1184.3% |