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 | $233,013 | $214,378+8.7% | $200,582+16.2% | $142,382+63.7% |
| Participation rate | 45.5% | 87.4%-42.0pp | 86.9%-41.4pp | 80.1%-34.7pp |
| Annual return | 15.01% | 46.41%-31.4pp | 42.33%-27.3pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,098 | $6,841-84.0% | $6,419-82.9% | $4,299-74.5% |
| Participant deferral / active EE | $4,447 | $9,865-54.9% | $9,331-52.3% | $6,507-31.7% |
| Admin fee / account holder | $5,200 | $17,692-70.6% | $16,305-68.1% | $12,624-58.8% |