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 | $227,953 | $58,208+291.6% | $81,812+178.6% | $80,856+181.9% |
| Participation rate | 42.7% | 63.4%-20.7pp | 72.3%-29.7pp | 67.6%-25.0pp |
| Annual return | 20.12% | 41.66%-21.5pp | 773.79%-753.7pp | 35.59%-15.5pp |
| Employer contribution / active EE | $0 | $2,340-100.0% | $2,912-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $5,991 | $3,281+82.6% | $4,319+38.7% | $4,296+39.5% |
| Admin fee / account holder | $10,338 | $4,981+107.5% | $7,386+40.0% | $6,918+49.4% |