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 | $191,425 | $91,538+109.1% | $129,995+47.3% | $75,163+154.7% |
| Participation rate | 57.7% | 71.4%-13.7pp | 78.5%-20.8pp | 67.2%-9.5pp |
| Annual return | 14.14% | -631.11%+645.2pp | -137.18%+151.3pp | 160.62%-146.5pp |
| Employer contribution / active EE | $724 | $2,845-74.5% | $4,320-83.2% | $2,670-72.9% |
| Participant deferral / active EE | $6,892 | $4,341+58.8% | $5,820+18.4% | $4,125+67.1% |
| Admin fee / account holder | $3,895 | $6,790-42.6% | $10,614-63.3% | $5,651-31.1% |