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 | $230,528 | $96,128+139.8% | $136,007+69.5% | $80,856+185.1% |
| Participation rate | 65.2% | 71.2%-6.0pp | 76.5%-11.3pp | 67.6%-2.4pp |
| Annual return | 12.05% | 28.71%-16.7pp | 579.32%-567.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $727 | $3,351-78.3% | $4,217-82.8% | $2,755-73.6% |
| Participant deferral / active EE | $9,854 | $5,709+72.6% | $7,025+40.3% | $4,296+129.4% |
| Admin fee / account holder | $3,103 | $8,236-62.3% | $6,858-54.8% | $6,918-55.2% |