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 | $111,760 | $102,317+9.2% | $146,958-24.0% | $80,856+38.2% |
| Participation rate | 63.0% | 75.8%-12.9pp | 82.2%-19.2pp | 67.6%-4.7pp |
| Annual return | 13.30% | 134.76%-121.5pp | 418.34%-405.0pp | 35.59%-22.3pp |
| Employer contribution / active EE | $1,284 | $3,713-65.4% | $4,933-74.0% | $2,755-53.4% |
| Participant deferral / active EE | $2,268 | $6,644-65.9% | $8,070-71.9% | $4,296-47.2% |
| Admin fee / account holder | $8,522 | $7,941+7.3% | $12,998-34.4% | $6,918+23.2% |