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 | $216,953 | $77,314+180.6% | $177,989+21.9% | $80,856+168.3% |
| Participation rate | 63.9% | 65.7%-1.8pp | 77.1%-13.2pp | 67.6%-3.7pp |
| Annual return | 17.89% | 18.09%-0.2pp | 294.48%-276.6pp | 35.59%-17.7pp |
| Employer contribution / active EE | $0 | $2,292-100.0% | $3,949-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,851 | $4,411+10.0% | $6,276-22.7% | $4,296+12.9% |
| Admin fee / account holder | $2,802 | $7,191-61.0% | $10,363-73.0% | $6,918-59.5% |