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 | $92,993 | $63,346+46.8% | $92,233+0.8% | $70,131+32.6% |
| Participation rate | 43.1% | 68.7%-25.5pp | 76.5%-33.3pp | 69.5%-26.4pp |
| Annual return | 23.18% | 530.12%-506.9pp | 176.28%-153.1pp | 73.14%-50.0pp |
| Employer contribution / active EE | $374 | $2,471-84.9% | $3,679-89.8% | $2,342-84.1% |
| Participant deferral / active EE | $4,625 | $2,854+62.1% | $3,897+18.7% | $3,332+38.8% |
| Admin fee / account holder | $3,203 | $3,840-16.6% | $5,194-38.3% | $4,645-31.1% |