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 | $176,129 | $85,766+105.4% | $136,294+29.2% | $70,131+151.1% |
| Participation rate | 50.7% | 74.2%-23.4pp | 81.9%-31.2pp | 69.5%-18.8pp |
| Annual return | 18.38% | 31.45%-13.1pp | 5155.94%-5137.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,310 | $5,051+5.1% | $6,247-15.0% | $3,332+59.4% |
| Admin fee / account holder | $3,350 | $5,420-38.2% | $9,243-63.8% | $4,645-27.9% |