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 | $229,674 | $107,452+113.7% | $91,541+150.9% | $142,382+61.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 69.8%-7.3pp | 80.1%-17.6pp |
| Annual return | 15.66% | 22.06%-6.4pp | 20.50%-4.8pp | 217.08%-201.4pp |
| Employer contribution / active EE | $0 | $2,994-100.0% | $2,505-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $4,570 | $4,754-3.9% | $4,008+14.0% | $6,507-29.8% |
| Admin fee / account holder | $833 | $8,834-90.6% | $6,956-88.0% | $12,624-93.4% |