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 | $155,106 | $83,902+84.9% | $167,512-7.4% | $84,808+82.9% |
| Participation rate | 34.3% | 66.5%-32.2pp | 77.1%-42.8pp | 68.3%-34.0pp |
| Annual return | 15.40% | 91.55%-76.2pp | 1615.79%-1600.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,882-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,166 | $4,442-28.7% | $6,405-50.6% | $4,212-24.8% |
| Admin fee / account holder | $1,998 | $7,915-74.8% | $9,769-79.5% | $7,344-72.8% |