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 | $145,396 | $95,266+52.6% | $82,389+76.5% | $142,382+2.1% |
| Participation rate | 11.1% | 74.5%-63.4pp | 69.5%-58.4pp | 80.1%-69.0pp |
| Annual return | 14.15% | 25.74%-11.6pp | 28.67%-14.5pp | 217.08%-202.9pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $2,517-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,307 | $4,809-72.8% | $4,155-68.5% | $6,507-79.9% |
| Admin fee / account holder | $3,402 | $8,563-60.3% | $7,231-53.0% | $12,624-73.1% |