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 | $140,704 | $48,335+191.1% | $121,098+16.2% | $71,457+96.9% |
| Participation rate | 34.0% | 54.3%-20.3pp | 69.5%-35.5pp | 67.9%-33.9pp |
| Annual return | 15.53% | 23.32%-7.8pp | 985.75%-970.2pp | 28.85%-13.3pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $3,768 | $2,754+36.8% | $4,080-7.6% | $4,289-12.1% |
| Admin fee / account holder | $3,958 | $1,841+115.1% | $5,644-29.9% | $1,587+149.4% |