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 | $180,926 | $102,317+76.8% | $146,958+23.1% | $80,856+123.8% |
| Participation rate | 65.5% | 75.8%-10.4pp | 82.2%-16.7pp | 67.6%-2.2pp |
| Annual return | 14.81% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $3,713-100.0% | $4,933-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $10,674 | $6,644+60.7% | $8,070+32.3% | $4,296+148.5% |
| Admin fee / account holder | $7,338 | $7,941-7.6% | $12,998-43.5% | $6,918+6.1% |