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 | $202,416 | $79,944+153.2% | $98,439+105.6% | $75,163+169.3% |
| Participation rate | 37.8% | 70.4%-32.6pp | 75.2%-37.4pp | 67.2%-29.4pp |
| Annual return | 14.42% | 19.75%-5.3pp | 21.16%-6.7pp | 160.62%-146.2pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $3,690 | $3,752-1.7% | $4,738-22.1% | $4,125-10.6% |
| Admin fee / account holder | $9,382 | $6,840+37.2% | $8,948+4.9% | $5,651+66.0% |