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 | $249,915 | $202,432+23.5% | $169,368+47.6% | $139,434+79.2% |
| Participation rate | 46.2% | 81.1%-34.9pp | 77.1%-31.0pp | 80.3%-34.2pp |
| Annual return | 22.27% | 531.74%-509.5pp | 405.60%-383.3pp | 372.94%-350.7pp |
| Employer contribution / active EE | $0 | $4,692-100.0% | $4,013-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,700 | $6,938-61.1% | $6,221-56.6% | $6,710-59.8% |
| Admin fee / account holder | $37,454 | $10,708+249.8% | $9,003+316.0% | $11,403+228.5% |