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 | $153,338 | $85,766+78.8% | $136,294+12.5% | $70,131+118.6% |
| Participation rate | 69.0% | 74.2%-5.1pp | 81.9%-12.9pp | 69.5%-0.5pp |
| Annual return | 14.68% | 31.45%-16.8pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $6,431 | $5,051+27.3% | $6,247+2.9% | $3,332+93.0% |
| Admin fee / account holder | $28,678 | $5,420+429.1% | $9,243+210.3% | $4,645+517.4% |