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 | $187,373 | $55,415+238.1% | $155,509+20.5% | $74,495+151.5% |
| Participation rate | 34.5% | 61.9%-27.4pp | 78.2%-43.7pp | 67.2%-32.7pp |
| Annual return | 16.65% | 268.50%-251.9pp | 64.67%-48.0pp | 1364.94%-1348.3pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $1,542 | $2,836-45.6% | $5,626-72.6% | $4,346-64.5% |
| Admin fee / account holder | $6,208 | $1,738+257.1% | $15,912-61.0% | $1,942+219.7% |