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 | $208,225 | $105,181+98.0% | $159,436+30.6% | $85,850+142.5% |
| Participation rate | 53.1% | 75.8%-22.7pp | 82.8%-29.8pp | 69.3%-16.3pp |
| Annual return | 13.44% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.1pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,990 | $5,945+0.8% | $7,352-18.5% | $3,952+51.6% |
| Admin fee / account holder | $11,081 | $6,933+59.8% | $10,799+2.6% | $6,260+77.0% |