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 7-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 | $112,170 | $85,022+31.9% | $70,515+59.1% | $139,434-19.6% |
| Participation rate | 20.0% | 73.9%-53.9pp | 68.3%-48.3pp | 80.3%-60.3pp |
| Annual return | 15.86% | 30.38%-14.5pp | 32.77%-16.9pp | 372.94%-357.1pp |
| Employer contribution / active EE | $360 | $3,909-90.8% | $2,973-87.9% | $4,751-92.4% |
| Participant deferral / active EE | $4,500 | $5,890-23.6% | $4,567-1.5% | $6,710-32.9% |
| Admin fee / account holder | $1,064 | $8,906-88.1% | $6,412-83.4% | $11,403-90.7% |