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 | $242,492 | $214,378+13.1% | $200,582+20.9% | $142,382+70.3% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 18.90% | 46.41%-27.5pp | 42.33%-23.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,150 | $6,841-83.2% | $6,419-82.1% | $4,299-73.3% |
| Participant deferral / active EE | $4,600 | $9,865-53.4% | $9,331-50.7% | $6,507-29.3% |
| Admin fee / account holder | $121,761 | $17,692+588.2% | $16,305+646.8% | $12,624+864.5% |