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 | $177,481 | $109,359+62.3% | $162,163+9.4% | $72,985+143.2% |
| Participation rate | 50.8% | 84.3%-33.4pp | 87.6%-36.7pp | 69.5%-18.6pp |
| Annual return | 29.67% | 25.46%+4.2pp | 115.59%-85.9pp | 81.00%-51.3pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,931 | $5,481-10.0% | $7,298-32.4% | $3,607+36.7% |
| Admin fee / account holder | $39,679 | $7,972+397.7% | $10,843+266.0% | $5,124+674.3% |