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 | $189,134 | $70,428+168.5% | $96,562+95.9% | $85,850+120.3% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 12.43% | 18.59%-6.2pp | 37.78%-25.4pp | 318.53%-306.1pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,356-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,229 | $2,894-23.0% | $3,849-42.1% | $3,952-43.6% |
| Admin fee / account holder | $5,696 | $4,997+14.0% | $6,181-7.8% | $6,260-9.0% |