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 | $104,557 | $102,317+2.2% | $146,958-28.9% | $80,856+29.3% |
| Participation rate | 45.1% | 75.8%-30.7pp | 82.2%-37.1pp | 67.6%-22.5pp |
| Annual return | 20.39% | 134.76%-114.4pp | 418.34%-398.0pp | 35.59%-15.2pp |
| Employer contribution / active EE | $1,318 | $3,713-64.5% | $4,933-73.3% | $2,755-52.2% |
| Participant deferral / active EE | $2,136 | $6,644-67.9% | $8,070-73.5% | $4,296-50.3% |
| Admin fee / account holder | $2,760 | $7,941-65.2% | $12,998-78.8% | $6,918-60.1% |