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 7-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 | $174,584 | $49,227+254.6% | $70,449+147.8% | $79,858+118.6% |
| Participation rate | 12.8% | 69.2%-56.4pp | 75.1%-62.2pp | 69.6%-56.8pp |
| Annual return | 7.23% | 30.06%-22.8pp | 109.03%-101.8pp | 31.71%-24.5pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $334 | $2,768-87.9% | $3,709-91.0% | $3,740-91.1% |
| Admin fee / account holder | $58,928 | $2,878+1947.5% | $3,845+1432.5% | $5,306+1010.5% |