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 | $236,891 | $165,335+43.3% | $149,696+58.2% | $158,922+49.1% |
| Participation rate | 37.5% | 84.6%-47.1pp | 82.5%-45.0pp | 82.0%-44.5pp |
| Annual return | 10.86% | 348.15%-337.3pp | 276.60%-265.7pp | 302.83%-292.0pp |
| Employer contribution / active EE | $973 | $5,103-80.9% | $4,644-79.1% | $4,761-79.6% |
| Participant deferral / active EE | $2,254 | $7,181-68.6% | $6,842-67.1% | $5,982-62.3% |
| Admin fee / account holder | $30,113 | $10,807+178.7% | $9,309+223.5% | $11,246+167.8% |