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 | $124,422 | $226,064-45.0% | $182,532-31.8% | $152,861-18.6% |
| Participation rate | 30.8% | 82.5%-51.7pp | 78.0%-47.2pp | 82.4%-51.7pp |
| Annual return | 14.21% | 192.51%-178.3pp | 148.54%-134.3pp | 345.32%-331.1pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,923 | $6,368-22.7% | $5,524-10.9% | $5,850-15.8% |
| Admin fee / account holder | $42,916 | $10,703+301.0% | $8,592+399.5% | $11,596+270.1% |