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 | $133,371 | $79,944+66.8% | $98,439+35.5% | $75,163+77.4% |
| Participation rate | 41.5% | 70.4%-28.9pp | 75.2%-33.7pp | 67.2%-25.7pp |
| Annual return | 13.44% | 19.75%-6.3pp | 21.16%-7.7pp | 160.62%-147.2pp |
| Employer contribution / active EE | $320 | $2,264-85.9% | $3,048-89.5% | $2,670-88.0% |
| Participant deferral / active EE | $2,645 | $3,752-29.5% | $4,738-44.2% | $4,125-35.9% |
| Admin fee / account holder | $19,712 | $6,840+188.2% | $8,948+120.3% | $5,651+248.8% |