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 | $215,511 | $109,359+97.1% | $162,163+32.9% | $72,985+195.3% |
| Participation rate | 69.4% | 84.3%-14.9pp | 87.6%-18.2pp | 69.5%-0.1pp |
| Annual return | 18.39% | 25.46%-7.1pp | 115.59%-97.2pp | 81.00%-62.6pp |
| Employer contribution / active EE | $1 | $3,907-100.0% | $5,614-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $11,675 | $5,481+113.0% | $7,298+60.0% | $3,607+223.6% |
| Admin fee / account holder | $72,900 | $7,972+814.5% | $10,843+572.4% | $5,124+1322.6% |