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 | $162,893 | $133,922+21.6% | $116,228+40.1% | $142,382+14.4% |
| Participation rate | 59.1% | 77.9%-18.8pp | 74.6%-15.5pp | 80.1%-21.0pp |
| Annual return | 16.56% | 147.76%-131.2pp | 90.06%-73.5pp | 217.08%-200.5pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,562 | $5,672-19.6% | $4,953-7.9% | $6,507-29.9% |
| Admin fee / account holder | $1,249 | $14,945-91.6% | $11,989-89.6% | $12,624-90.1% |