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 | $84,571 | $63,346+33.5% | $92,233-8.3% | $70,131+20.6% |
| Participation rate | 32.4% | 68.7%-36.2pp | 76.5%-44.0pp | 69.5%-37.1pp |
| Annual return | 14.60% | 530.12%-515.5pp | 176.28%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,829 | $2,854-35.9% | $3,897-53.1% | $3,332-45.1% |
| Admin fee / account holder | $21,017 | $3,840+447.3% | $5,194+304.7% | $4,645+352.4% |