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 | $202,527 | $65,395+209.7% | $182,532+11.0% | $72,985+177.5% |
| Participation rate | 60.0% | 65.4%-5.4pp | 78.0%-18.0pp | 69.5%-9.5pp |
| Annual return | 25.98% | 27.68%-1.7pp | 148.54%-122.6pp | 81.00%-55.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,076-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,753 | $3,563+89.5% | $5,524+22.2% | $3,607+87.2% |
| Admin fee / account holder | $13,776 | $4,245+224.6% | $8,592+60.3% | $5,124+168.8% |