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 | $186,242 | $110,257+68.9% | $96,544+92.9% | $139,434+33.6% |
| Participation rate | 64.7% | 78.1%-13.4pp | 76.0%-11.3pp | 80.3%-15.6pp |
| Annual return | 15.32% | 26.32%-11.0pp | 25.84%-10.5pp | 372.94%-357.6pp |
| Employer contribution / active EE | $671 | $3,620-81.5% | $2,965-77.4% | $4,751-85.9% |
| Participant deferral / active EE | $7,046 | $5,548+27.0% | $4,851+45.3% | $6,710+5.0% |
| Admin fee / account holder | $2,333 | $11,591-79.9% | $8,252-71.7% | $11,403-79.5% |