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 | $166,611 | $112,881+47.6% | $90,951+83.2% | $158,922+4.8% |
| Participation rate | 60.9% | 74.7%-13.9pp | 69.0%-8.1pp | 82.0%-21.1pp |
| Annual return | 11.94% | 215.79%-203.9pp | 134.60%-122.7pp | 302.83%-290.9pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $3,822 | $4,128-7.4% | $3,373+13.3% | $5,982-36.1% |
| Admin fee / account holder | $14,403 | $8,041+79.1% | $5,959+141.7% | $11,246+28.1% |