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 7-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 | $105,648 | $54,705+93.1% | $71,209+48.4% | $84,808+24.6% |
| Participation rate | 56.3% | 64.1%-7.8pp | 73.8%-17.5pp | 68.3%-12.1pp |
| Annual return | 14.61% | 35.90%-21.3pp | 282.51%-267.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $0 | $2,158-100.0% | $2,721-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,147 | $3,030+3.9% | $4,175-24.6% | $4,212-25.3% |
| Admin fee / account holder | $4,027 | $4,863-17.2% | $5,349-24.7% | $7,344-45.2% |