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 6-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 | $205,518 | $109,881+87.0% | $150,045+37.0% | $84,808+142.3% |
| Participation rate | 69.0% | 76.1%-7.0pp | 82.3%-13.3pp | 68.3%+0.7pp |
| Annual return | 19.85% | 28.25%-8.4pp | 62.55%-42.7pp | 40.90%-21.0pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $11,194 | $6,636+68.7% | $7,997+40.0% | $4,212+165.8% |
| Admin fee / account holder | $14,293 | $8,568+66.8% | $13,435+6.4% | $7,344+94.6% |