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 | $145,469 | $57,281+154.0% | $86,612+68.0% | $75,163+93.5% |
| Participation rate | 34.3% | 63.2%-28.9pp | 71.7%-37.4pp | 67.2%-32.9pp |
| Annual return | 17.71% | 2670.75%-2653.0pp | 591.07%-573.4pp | 160.62%-142.9pp |
| Employer contribution / active EE | $0 | $2,314-100.0% | $3,022-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $4,267 | $3,318+28.6% | $4,438-3.8% | $4,125+3.4% |
| Admin fee / account holder | $1,268 | $4,112-69.2% | $5,614-77.4% | $5,651-77.6% |