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 | $195,825 | $94,529+107.2% | $140,016+39.9% | $64,186+205.1% |
| Participation rate | 19.5% | 84.1%-64.6pp | 87.5%-68.0pp | 69.6%-50.1pp |
| Annual return | 10.06% | 7.77%+2.3pp | 651.12%-641.1pp | 7.63%+2.4pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,606-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,334 | $5,250-36.5% | $6,927-51.9% | $3,470-3.9% |
| Admin fee / account holder | $5,794 | $6,741-14.1% | $10,705-45.9% | $4,888+18.5% |