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 | $146,924 | $115,708+27.0% | $65,255+125.2% | $139,434+5.4% |
| Participation rate | 27.8% | 67.8%-40.1pp | 65.0%-37.2pp | 80.3%-52.5pp |
| Annual return | 18.75% | 31.19%-12.4pp | 47.35%-28.6pp | 372.94%-354.2pp |
| Employer contribution / active EE | $0 | $2,599-100.0% | $1,691-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $1,394 | $4,240-67.1% | $2,831-50.8% | $6,710-79.2% |
| Admin fee / account holder | $654 | $6,698-90.2% | $4,112-84.1% | $11,403-94.3% |