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 | $248,363 | $79,944+210.7% | $98,439+152.3% | $75,163+230.4% |
| Participation rate | 43.8% | 70.4%-26.6pp | 75.2%-31.4pp | 67.2%-23.4pp |
| Annual return | 16.75% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,048-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,925 | $3,752+57.9% | $4,738+25.1% | $4,125+43.6% |
| Admin fee / account holder | $1,250 | $6,840-81.7% | $8,948-86.0% | $5,651-77.9% |