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 | $194,856 | $136,179+43.1% | $98,755+97.3% | $167,490+16.3% |
| Participation rate | 53.3% | 70.2%-16.9pp | 65.7%-12.4pp | 82.1%-28.8pp |
| Annual return | 14.08% | 67.53%-53.4pp | 49.91%-35.8pp | 478.56%-464.5pp |
| Employer contribution / active EE | $0 | $2,631-100.0% | $2,067-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $343 | $3,716-90.8% | $3,035-88.7% | $6,341-94.6% |
| Admin fee / account holder | $825 | $5,031-83.6% | $4,076-79.8% | $12,309-93.3% |