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 | $131,661 | $63,346+107.8% | $92,233+42.7% | $70,131+87.7% |
| Participation rate | 46.7% | 68.7%-21.9pp | 76.5%-29.7pp | 69.5%-22.8pp |
| Annual return | 14.05% | 530.12%-516.1pp | 176.28%-162.2pp | 73.14%-59.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,249 | $2,854+13.9% | $3,897-16.6% | $3,332-2.5% |
| Admin fee / account holder | $470 | $3,840-87.8% | $5,194-90.9% | $4,645-89.9% |