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 | $187,392 | $105,181+78.2% | $159,436+17.5% | $85,850+118.3% |
| Participation rate | 65.4% | 75.8%-10.4pp | 82.8%-17.4pp | 69.3%-3.9pp |
| Annual return | 22.14% | 45.07%-22.9pp | 263.57%-241.4pp | 318.53%-296.4pp |
| Employer contribution / active EE | $0 | $3,318-100.0% | $4,829-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,052 | $5,945-15.0% | $7,352-31.3% | $3,952+27.8% |
| Admin fee / account holder | $2,708 | $6,933-60.9% | $10,799-74.9% | $6,260-56.7% |