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 | $146,819 | $53,516+174.3% | $126,539+16.0% | $84,808+73.1% |
| Participation rate | 19.4% | 58.2%-38.8pp | 69.8%-50.4pp | 68.3%-48.9pp |
| Annual return | 15.52% | 58.34%-42.8pp | 425.95%-410.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $0 | $1,535-100.0% | $3,674-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,671 | $2,671-37.4% | $4,083-59.1% | $4,212-60.3% |
| Admin fee / account holder | $6,963 | $4,497+54.9% | $6,065+14.8% | $7,344-5.2% |