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 | $124,465 | $105,181+18.3% | $159,436-21.9% | $85,850+45.0% |
| Participation rate | 64.6% | 75.8%-11.2pp | 82.8%-18.2pp | 69.3%-4.7pp |
| Annual return | 16.71% | 45.07%-28.4pp | 263.57%-246.9pp | 318.53%-301.8pp |
| Employer contribution / active EE | $175 | $3,318-94.7% | $4,829-96.4% | $2,565-93.2% |
| Participant deferral / active EE | $7,464 | $5,945+25.6% | $7,352+1.5% | $3,952+88.9% |
| Admin fee / account holder | $4,294 | $6,933-38.1% | $10,799-60.2% | $6,260-31.4% |