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 | $228,204 | $109,413+108.6% | $156,263+46.0% | $84,808+169.1% |
| Participation rate | 63.2% | 72.7%-9.5pp | 78.9%-15.7pp | 68.3%-5.2pp |
| Annual return | 13.85% | 20.18%-6.3pp | 59.47%-45.6pp | 40.90%-27.0pp |
| Employer contribution / active EE | $613 | $2,907-78.9% | $4,333-85.9% | $2,631-76.7% |
| Participant deferral / active EE | $6,126 | $4,590+33.5% | $6,158-0.5% | $4,212+45.5% |
| Admin fee / account holder | $2,265 | $9,357-75.8% | $14,255-84.1% | $7,344-69.2% |