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.
Employer 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 | $167,436 | $115,882+44.5% | $100,516+66.6% | $158,922+5.4% |
| Participation rate | 35.0% | 81.6%-46.6pp | 79.4%-44.4pp | 82.0%-47.0pp |
| Annual return | 12.11% | 34.79%-22.7pp | 30.89%-18.8pp | 302.83%-290.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,266 | $6,674-51.1% | $6,270-47.9% | $5,982-45.4% |
| Admin fee / account holder | $99,592 | $10,995+805.8% | $8,081+1132.4% | $11,246+785.6% |