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 | $136,344 | $98,750+38.1% | $149,696-8.9% | $79,858+70.7% |
| Participation rate | 65.1% | 75.8%-10.7pp | 82.5%-17.4pp | 69.6%-4.5pp |
| Annual return | 16.49% | 27.43%-10.9pp | 276.60%-260.1pp | 31.71%-15.2pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $9,196 | $5,680+61.9% | $6,842+34.4% | $3,740+145.9% |
| Admin fee / account holder | $2,571 | $6,053-57.5% | $9,309-72.4% | $5,306-51.5% |