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 6-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 | $201,298 | $197,591+1.9% | $177,821+13.2% | $158,922+26.7% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.7%-47.7pp | 82.0%-42.0pp |
| Annual return | 20.62% | 58.76%-38.1pp | 48.32%-27.7pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,081 | $6,697-83.9% | $5,918-81.7% | $4,761-77.3% |
| Participant deferral / active EE | $5,533 | $8,405-34.2% | $7,714-28.3% | $5,982-7.5% |
| Admin fee / account holder | $26,450 | $15,399+71.8% | $12,427+112.8% | $11,246+135.2% |