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 | $175,908 | $83,477+110.7% | $125,175+40.5% | $72,985+141.0% |
| Participation rate | 31.0% | 73.3%-42.4pp | 79.8%-48.8pp | 69.5%-38.5pp |
| Annual return | 27.74% | 25.78%+2.0pp | 43.79%-16.1pp | 81.00%-53.3pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $3,865-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,365 | $3,585-34.0% | $4,937-52.1% | $3,607-34.4% |
| Admin fee / account holder | $20,220 | $5,517+266.5% | $9,702+108.4% | $5,124+294.6% |