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 | $192,129 | $78,672+144.2% | $109,143+76.0% | $85,850+123.8% |
| Participation rate | 57.7% | 68.3%-10.6pp | 75.9%-18.2pp | 69.3%-11.6pp |
| Annual return | 12.50% | 25.09%-12.6pp | 25.75%-13.3pp | 318.53%-306.0pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $3,722-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,455 | $3,467-0.4% | $4,653-25.8% | $3,952-12.6% |
| Admin fee / account holder | $45,736 | $5,469+736.2% | $6,752+577.3% | $6,260+630.6% |