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 3-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 | $94,028 | $100,773-6.7% | $88,946+5.7% | $142,382-34.0% |
| Participation rate | 46.7% | 74.3%-27.6pp | 68.8%-22.2pp | 80.1%-33.5pp |
| Annual return | 18.28% | 70.18%-51.9pp | 57.82%-39.5pp | 217.08%-198.8pp |
| Employer contribution / active EE | $0 | $2,918-100.0% | $2,555-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,970 | $5,230-5.0% | $4,581+8.5% | $6,507-23.6% |
| Admin fee / account holder | $1,153 | $9,693-88.1% | $8,261-86.0% | $12,624-90.9% |