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 | $176,596 | $157,256+12.3% | $141,162+25.1% | $152,861+15.5% |
| Participation rate | 43.8% | 84.8%-41.1pp | 82.5%-38.7pp | 82.4%-38.7pp |
| Annual return | 23.42% | 64.32%-40.9pp | 71.39%-48.0pp | 345.32%-321.9pp |
| Employer contribution / active EE | $0 | $5,261-100.0% | $4,735-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $7,790 | $7,109+9.6% | $6,709+16.1% | $5,850+33.2% |
| Admin fee / account holder | $16,703 | $12,120+37.8% | $10,261+62.8% | $11,596+44.0% |