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 | $179,015 | $91,190+96.3% | $178,490+0.3% | $79,858+124.2% |
| Participation rate | 45.3% | 69.2%-23.9pp | 81.9%-36.6pp | 69.6%-24.3pp |
| Annual return | 20.20% | 24.19%-4.0pp | 151.07%-130.9pp | 31.71%-11.5pp |
| Employer contribution / active EE | $0 | $3,256-100.0% | $5,011-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,539 | $3,236+9.4% | $5,202-32.0% | $3,740-5.4% |
| Admin fee / account holder | $13,701 | $6,751+103.0% | $13,984-2.0% | $5,306+158.2% |