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 | $247,153 | $68,719+259.7% | $91,541+170.0% | $84,808+191.4% |
| Participation rate | 69.2% | 64.5%+4.7pp | 69.8%-0.5pp | 68.3%+0.9pp |
| Annual return | 15.12% | 19.12%-4.0pp | 20.50%-5.4pp | 40.90%-25.8pp |
| Employer contribution / active EE | $0 | $1,920-100.0% | $2,505-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $7,325 | $3,136+133.6% | $4,008+82.8% | $4,212+73.9% |
| Admin fee / account holder | $89,026 | $5,786+1438.5% | $6,956+1179.8% | $7,344+1112.3% |