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 | $210,624 | $142,405+47.9% | $115,157+82.9% | $152,861+37.8% |
| Participation rate | 0.0% | 82.4%-82.4pp | 75.9%-75.9pp | 82.4%-82.4pp |
| Annual return | 18.47% | 41.48%-23.0pp | 35.60%-17.1pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,207 | $4,010-69.9% | $3,179-62.0% | $4,762-74.7% |
| Participant deferral / active EE | $644 | $5,164-87.5% | $4,168-84.6% | $5,850-89.0% |
| Admin fee / account holder | $2,140 | $8,462-74.7% | $7,088-69.8% | $11,596-81.5% |