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 | $183,302 | $152,587+20.1% | $125,175+46.4% | $152,861+19.9% |
| Participation rate | 18.2% | 83.3%-65.2pp | 79.8%-61.6pp | 82.4%-64.3pp |
| Annual return | 27.17% | 54.84%-27.7pp | 43.79%-16.6pp | 345.32%-318.2pp |
| Employer contribution / active EE | $0 | $4,946-100.0% | $3,865-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,600 | $5,868-55.7% | $4,937-47.3% | $5,850-55.6% |
| Admin fee / account holder | $623 | $13,434-95.4% | $9,702-93.6% | $11,596-94.6% |