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 | $153,292 | $87,733+74.7% | $106,548+43.9% | $85,850+78.6% |
| Participation rate | 53.6% | 71.9%-18.4pp | 76.1%-22.6pp | 69.3%-15.7pp |
| Annual return | 44.97% | 21.86%+23.1pp | 26.80%+18.2pp | 318.53%-273.6pp |
| Employer contribution / active EE | $0 | $2,073-100.0% | $2,819-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,010 | $3,469-70.9% | $4,398-77.0% | $3,952-74.4% |
| Admin fee / account holder | $15,049 | $6,767+122.4% | $7,407+103.2% | $6,260+140.4% |