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 | $206,551 | $101,317+103.9% | $146,958+40.6% | $74,495+177.3% |
| Participation rate | 45.1% | 75.5%-30.4pp | 82.2%-37.1pp | 67.2%-22.1pp |
| Annual return | 17.19% | 8730.91%-8713.7pp | 418.34%-401.1pp | 1364.94%-1347.8pp |
| Employer contribution / active EE | $0 | $3,810-100.0% | $4,933-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,957 | $7,303-32.1% | $8,070-38.6% | $4,346+14.1% |
| Admin fee / account holder | $6,640 | $1,739+281.9% | $12,998-48.9% | $1,942+242.0% |