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 | $220,602 | $94,625+133.1% | $116,228+89.8% | $84,808+160.1% |
| Participation rate | 46.7% | 70.4%-23.8pp | 74.6%-27.9pp | 68.3%-21.6pp |
| Annual return | 14.44% | 20.40%-6.0pp | 90.06%-75.6pp | 40.90%-26.5pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $2,181 | $3,972-45.1% | $4,953-56.0% | $4,212-48.2% |
| Admin fee / account holder | $28,283 | $10,091+180.3% | $11,989+135.9% | $7,344+285.1% |