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 | $123,879 | $58,208+112.8% | $81,812+51.4% | $80,856+53.2% |
| Participation rate | 18.2% | 63.4%-45.2pp | 72.3%-54.2pp | 67.6%-49.5pp |
| Annual return | 14.64% | 41.66%-27.0pp | 773.79%-759.2pp | 35.59%-21.0pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $2,674 | $3,281-18.5% | $4,319-38.1% | $4,296-37.8% |
| Admin fee / account holder | $5,638 | $4,981+13.2% | $7,386-23.7% | $6,918-18.5% |