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 4-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 | $213,143 | $159,602+33.5% | $150,045+42.1% | $142,382+49.7% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.3%-65.7pp | 80.1%-63.5pp |
| Annual return | 56.18% | 70.24%-14.1pp | 62.55%-6.4pp | 217.08%-160.9pp |
| Employer contribution / active EE | $0 | $4,961-100.0% | $4,693-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,167 | $8,310-37.8% | $7,997-35.4% | $6,507-20.6% |
| Admin fee / account holder | $6,629 | $14,846-55.3% | $13,435-50.7% | $12,624-47.5% |