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 | $125,502 | $202,318-38.0% | $172,739-27.3% | $152,861-17.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.4%-15.8pp |
| Annual return | 25.17% | 1029.65%-1004.5pp | 802.84%-777.7pp | 345.32%-320.1pp |
| Employer contribution / active EE | $6,197 | $5,856+5.8% | $5,143+20.5% | $4,762+30.1% |
| Participant deferral / active EE | $1,093 | $5,948-81.6% | $5,198-79.0% | $5,850-81.3% |
| Admin fee / account holder | $1,203 | $17,109-93.0% | $13,954-91.4% | $11,596-89.6% |