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 | $122,842 | $65,365+87.9% | $92,893+32.2% | $72,985+68.3% |
| Participation rate | 61.6% | 68.3%-6.7pp | 76.0%-14.4pp | 69.5%-7.8pp |
| Annual return | 17.53% | 42.10%-24.6pp | 109.41%-91.9pp | 81.00%-63.5pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,538 | $3,128+77.0% | $4,236+30.7% | $3,607+53.5% |
| Admin fee / account holder | $14,960 | $4,251+251.9% | $5,794+158.2% | $5,124+191.9% |