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 | $94,184 | $210,648-55.3% | $177,989-47.1% | $145,922-35.5% |
| Participation rate | 58.3% | 80.8%-22.4pp | 77.1%-18.8pp | 80.3%-21.9pp |
| Annual return | 18.55% | 385.86%-367.3pp | 294.48%-275.9pp | 561.29%-542.7pp |
| Employer contribution / active EE | $9,828 | $4,565+115.3% | $3,949+148.9% | $4,660+110.9% |
| Participant deferral / active EE | $0 | $6,958-100.0% | $6,276-100.0% | $6,688-100.0% |
| Admin fee / account holder | $6,460 | $12,013-46.2% | $10,363-37.7% | $13,397-51.8% |