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 | $185,932 | $109,817+69.3% | $98,442+88.9% | $167,490+11.0% |
| Participation rate | 30.0% | 75.8%-45.8pp | 73.3%-43.3pp | 82.1%-52.1pp |
| Annual return | 19.08% | 1956.69%-1937.6pp | 1492.73%-1473.7pp | 478.56%-459.5pp |
| Employer contribution / active EE | $127 | $3,224-96.1% | $2,960-95.7% | $4,837-97.4% |
| Participant deferral / active EE | $1,307 | $4,673-72.0% | $4,276-69.4% | $6,341-79.4% |
| Admin fee / account holder | $1,092 | $6,753-83.8% | $5,949-81.7% | $12,309-91.1% |