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 3-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 | $191,924 | $126,574+51.6% | $106,213+80.7% | $145,922+31.5% |
| Participation rate | 66.7% | 77.6%-11.0pp | 75.3%-8.6pp | 80.3%-13.6pp |
| Annual return | 9.37% | 224.79%-215.4pp | 116.14%-106.8pp | 561.29%-551.9pp |
| Employer contribution / active EE | $486 | $3,730-87.0% | $3,171-84.7% | $4,660-89.6% |
| Participant deferral / active EE | $3,501 | $5,724-38.8% | $5,016-30.2% | $6,688-47.7% |
| Admin fee / account holder | $3,541 | $17,304-79.5% | $11,033-67.9% | $13,397-73.6% |