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 | $122,797 | $56,053+119.1% | $75,972+61.6% | $80,856+51.9% |
| Participation rate | 40.4% | 62.0%-21.7pp | 69.1%-28.7pp | 67.6%-27.3pp |
| Annual return | 14.52% | 20.53%-6.0pp | 359.55%-345.0pp | 35.59%-21.1pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,685-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,868 | $3,052-38.8% | $4,255-56.1% | $4,296-56.5% |
| Admin fee / account holder | $1,991 | $5,234-62.0% | $6,467-69.2% | $6,918-71.2% |