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 | $210,214 | $127,065+65.4% | $113,168+85.8% | $142,382+47.6% |
| Participation rate | 57.9% | 79.2%-21.3pp | 76.6%-18.7pp | 80.1%-22.2pp |
| Annual return | 16.55% | 24.03%-7.5pp | 24.27%-7.7pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,196 | $5,716-79.1% | $5,107-76.6% | $6,507-81.6% |
| Admin fee / account holder | $61,450 | $15,736+290.5% | $12,068+409.2% | $12,624+386.8% |