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 | $206,612 | $83,902+146.3% | $167,512+23.3% | $84,808+143.6% |
| Participation rate | 17.8% | 66.5%-48.7pp | 77.1%-59.3pp | 68.3%-50.5pp |
| Annual return | 20.56% | 91.55%-71.0pp | 1615.79%-1595.2pp | 40.90%-20.3pp |
| Employer contribution / active EE | $1,072 | $2,264-52.6% | $3,882-72.4% | $2,631-59.2% |
| Participant deferral / active EE | $1,276 | $4,442-71.3% | $6,405-80.1% | $4,212-69.7% |
| Admin fee / account holder | $6,667 | $7,915-15.8% | $9,769-31.8% | $7,344-9.2% |