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 | $194,491 | $89,753+116.7% | $107,525+80.9% | $84,808+129.3% |
| Participation rate | 46.9% | 68.1%-21.2pp | 75.1%-28.2pp | 68.3%-21.4pp |
| Annual return | 14.39% | 29.48%-15.1pp | 181.32%-166.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,920 | $4,056+21.3% | $5,116-3.8% | $4,212+16.8% |
| Admin fee / account holder | $63,661 | $7,222+781.5% | $8,919+613.8% | $7,344+766.9% |