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 | $119,724 | $63,346+89.0% | $92,233+29.8% | $70,131+70.7% |
| Participation rate | 54.1% | 68.7%-14.6pp | 76.5%-22.4pp | 69.5%-15.4pp |
| Annual return | 19.57% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,977 | $2,854+39.4% | $3,897+2.1% | $3,332+19.4% |
| Admin fee / account holder | $618 | $3,840-83.9% | $5,194-88.1% | $4,645-86.7% |