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 6-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 | $206,011 | $138,044+49.2% | $125,339+64.4% | $134,475+53.2% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.96% | 750.33%-761.3pp | 572.05%-583.0pp | 417.96%-428.9pp |
| Employer contribution / active EE | $1,205 | $5,243-77.0% | $4,814-75.0% | $4,740-74.6% |
| Participant deferral / active EE | $1,508 | $7,799-80.7% | $7,446-79.7% | $6,400-76.4% |
| Admin fee / account holder | $375 | $11,571-96.8% | $10,010-96.3% | $11,426-96.7% |