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 9-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 | $213,101 | $95,561+123.0% | $77,163+176.2% | $139,434+52.8% |
| Participation rate | 33.3% | 73.9%-40.6pp | 69.6%-36.2pp | 80.3%-47.0pp |
| Annual return | 16.37% | 54.92%-38.6pp | 37.87%-21.5pp | 372.94%-356.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,535-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $8,195 | $4,624+77.3% | $3,833+113.8% | $6,710+22.1% |
| Admin fee / account holder | $570 | $8,295-93.1% | $5,472-89.6% | $11,403-95.0% |