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 | $202,211 | $106,543+89.8% | $91,220+121.7% | $134,475+50.4% |
| Participation rate | 55.6% | 76.8%-21.3pp | 73.2%-17.6pp | 81.2%-25.7pp |
| Annual return | 2.43% | 160.60%-158.2pp | 114.01%-111.6pp | 417.96%-415.5pp |
| Employer contribution / active EE | $0 | $3,331-100.0% | $2,850-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,752 | $4,719-20.5% | $4,234-11.4% | $6,400-41.4% |
| Admin fee / account holder | $4,332 | $6,231-30.5% | $5,420-20.1% | $11,426-62.1% |