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 | $188,436 | $115,770+62.8% | $101,248+86.1% | $158,922+18.6% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 11.62% | 56.14%-44.5pp | 46.47%-34.9pp | 302.83%-291.2pp |
| Employer contribution / active EE | $243 | $4,175-94.2% | $3,660-93.3% | $4,761-94.9% |
| Participant deferral / active EE | $1,703 | $4,957-65.6% | $4,370-61.0% | $5,982-71.5% |
| Admin fee / account holder | $5,438 | $7,245-24.9% | $5,945-8.5% | $11,246-51.6% |