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 | $221,167 | $59,107+274.2% | $86,436+155.9% | $68,494+222.9% |
| Participation rate | 21.1% | 75.2%-54.2pp | 80.3%-59.3pp | 67.9%-46.8pp |
| Annual return | -14.00% | -0.23%-13.8pp | 4394.89%-4408.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $496 | $2,519-80.3% | $3,769-86.8% | $2,596-80.9% |
| Participant deferral / active EE | $978 | $5,901-83.4% | $6,952-85.9% | $4,027-75.7% |
| Admin fee / account holder | $992 | $5,637-82.4% | $6,731-85.3% | $5,403-81.6% |