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 | $204,609 | $105,181+94.5% | $159,436+28.3% | $85,850+138.3% |
| Participation rate | 48.8% | 75.8%-27.0pp | 82.8%-34.0pp | 69.3%-20.5pp |
| Annual return | 13.25% | 45.07%-31.8pp | 263.57%-250.3pp | 318.53%-305.3pp |
| Employer contribution / active EE | $417 | $3,318-87.4% | $4,829-91.4% | $2,565-83.7% |
| Participant deferral / active EE | $2,691 | $5,945-54.7% | $7,352-63.4% | $3,952-31.9% |
| Admin fee / account holder | $60,811 | $6,933+777.1% | $10,799+463.1% | $6,260+871.4% |