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 | $136,924 | $91,538+49.6% | $129,995+5.3% | $75,163+82.2% |
| Participation rate | 52.0% | 71.4%-19.4pp | 78.5%-26.5pp | 67.2%-15.2pp |
| Annual return | 14.88% | -631.11%+646.0pp | -137.18%+152.1pp | 160.62%-145.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,320-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,215 | $4,341-25.9% | $5,820-44.8% | $4,125-22.1% |
| Admin fee / account holder | $9,190 | $6,790+35.3% | $10,614-13.4% | $5,651+62.6% |