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 | $161,362 | $48,795+230.7% | $65,493+146.4% | $84,808+90.3% |
| Participation rate | 44.7% | 67.0%-22.3pp | 73.1%-28.4pp | 68.3%-23.6pp |
| Annual return | 14.98% | 20.20%-5.2pp | 982.45%-967.5pp | 40.90%-25.9pp |
| Employer contribution / active EE | $0 | $1,930-100.0% | $2,574-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,394 | $2,928-18.3% | $3,961-39.6% | $4,212-43.2% |
| Admin fee / account holder | $9,978 | $3,877+157.3% | $5,028+98.4% | $7,344+35.9% |