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 | $244,239 | $183,963+32.8% | $162,163+50.6% | $152,861+59.8% |
| Participation rate | 62.5% | 88.5%-26.0pp | 87.6%-25.1pp | 82.4%-19.9pp |
| Annual return | 22.01% | 150.76%-128.8pp | 115.59%-93.6pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,395 | $6,371-78.1% | $5,614-75.2% | $4,762-70.7% |
| Participant deferral / active EE | $2,569 | $8,034-68.0% | $7,298-64.8% | $5,850-56.1% |
| Admin fee / account holder | $9,209 | $13,121-29.8% | $10,843-15.1% | $11,596-20.6% |