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 | $204,294 | $167,307+22.1% | $143,757+42.1% | $134,475+51.9% |
| Participation rate | 47.6% | 84.8%-37.2pp | 80.3%-32.7pp | 81.2%-33.6pp |
| Annual return | -15.48% | 0.46%-15.9pp | -0.04%-15.4pp | 417.96%-433.4pp |
| Employer contribution / active EE | $120 | $5,619-97.9% | $4,951-97.6% | $4,740-97.5% |
| Participant deferral / active EE | $3,280 | $6,446-49.1% | $5,637-41.8% | $6,400-48.7% |
| Admin fee / account holder | $48,216 | $18,088+166.6% | $14,673+228.6% | $11,426+322.0% |