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 | $217,406 | $101,724+113.7% | $164,813+31.9% | $80,856+168.9% |
| Participation rate | 59.3% | 71.8%-12.6pp | 78.6%-19.3pp | 67.6%-8.4pp |
| Annual return | 11.56% | 16.72%-5.2pp | 69.93%-58.4pp | 35.59%-24.0pp |
| Employer contribution / active EE | $787 | $2,953-73.4% | $4,341-81.9% | $2,755-71.4% |
| Participant deferral / active EE | $7,510 | $4,477+67.7% | $6,031+24.5% | $4,296+74.8% |
| Admin fee / account holder | $236,630 | $8,227+2776.2% | $12,690+1764.7% | $6,918+3320.5% |