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 | $156,247 | $91,538+70.7% | $129,995+20.2% | $75,163+107.9% |
| Participation rate | 69.8% | 71.4%-1.6pp | 78.5%-8.7pp | 67.2%+2.6pp |
| Annual return | 22.77% | -631.11%+653.9pp | -137.18%+160.0pp | 160.62%-137.8pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $6,186 | $4,341+42.5% | $5,820+6.3% | $4,125+50.0% |
| Admin fee / account holder | $3,066 | $6,790-54.8% | $10,614-71.1% | $5,651-45.7% |