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 7-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 | $115,901 | $63,114+83.6% | $92,893+24.8% | $65,185+77.8% |
| Participation rate | 48.1% | 68.8%-20.7pp | 76.0%-27.9pp | 70.2%-22.1pp |
| Annual return | 49.19% | 28.75%+20.4pp | 109.41%-60.2pp | 29.38%+19.8pp |
| Employer contribution / active EE | $0 | $2,571-100.0% | $3,653-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,464 | $3,108-52.9% | $4,236-65.4% | $3,514-58.3% |
| Admin fee / account holder | $25,194 | $624+3940.1% | $5,794+334.8% | $847+2874.2% |