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 | $161,838 | $98,750+63.9% | $149,696+8.1% | $79,858+102.7% |
| Participation rate | 53.1% | 75.8%-22.6pp | 82.5%-29.4pp | 69.6%-16.5pp |
| Annual return | 15.11% | 27.43%-12.3pp | 276.60%-261.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $4,644-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $11,278 | $5,680+98.6% | $6,842+64.8% | $3,740+201.6% |
| Admin fee / account holder | $8,091 | $6,053+33.7% | $9,309-13.1% | $5,306+52.5% |