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 9-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 | $147,509 | $78,422+88.1% | $95,952+53.7% | $79,858+84.7% |
| Participation rate | 57.6% | 73.5%-15.9pp | 77.1%-19.5pp | 69.6%-12.1pp |
| Annual return | 13.16% | 19.37%-6.2pp | 91.61%-78.5pp | 31.71%-18.6pp |
| Employer contribution / active EE | $294 | $1,945-84.9% | $2,541-88.4% | $2,471-88.1% |
| Participant deferral / active EE | $2,481 | $3,440-27.9% | $4,167-40.5% | $3,740-33.7% |
| Admin fee / account holder | $17,630 | $5,622+213.6% | $6,795+159.4% | $5,306+232.2% |