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 | $153,901 | $85,766+79.4% | $136,294+12.9% | $70,131+119.4% |
| Participation rate | 52.9% | 74.2%-21.2pp | 81.9%-29.0pp | 69.5%-16.6pp |
| Annual return | 18.90% | 31.45%-12.6pp | 5155.94%-5137.0pp | 73.14%-54.2pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,726 | $5,051-6.4% | $6,247-24.3% | $3,332+41.9% |
| Admin fee / account holder | $3,451 | $5,420-36.3% | $9,243-62.7% | $4,645-25.7% |