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 | $151,682 | $65,041+133.2% | $90,951+66.8% | $79,858+89.9% |
| Participation rate | 43.4% | 61.6%-18.2pp | 69.0%-25.6pp | 69.6%-26.2pp |
| Annual return | 15.86% | 30.45%-14.6pp | 134.60%-118.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,448 | $2,512-42.4% | $3,373-57.1% | $3,740-61.3% |
| Admin fee / account holder | $12,259 | $4,536+170.3% | $5,959+105.7% | $5,306+131.0% |