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 | $194,280 | $70,669+174.9% | $169,368+14.7% | $75,163+158.5% |
| Participation rate | 60.7% | 64.8%-4.1pp | 77.1%-16.4pp | 67.2%-6.5pp |
| Annual return | 17.37% | 36.36%-19.0pp | 405.60%-388.2pp | 160.62%-143.2pp |
| Employer contribution / active EE | $151 | $2,211-93.2% | $4,013-96.2% | $2,670-94.3% |
| Participant deferral / active EE | $6,085 | $4,311+41.2% | $6,221-2.2% | $4,125+47.5% |
| Admin fee / account holder | $55,676 | $5,402+930.6% | $9,003+518.4% | $5,651+885.3% |