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 | $146,055 | $103,966+40.5% | $112,887+29.4% | $75,163+94.3% |
| Participation rate | 22.2% | 75.7%-53.5pp | 80.5%-58.3pp | 67.2%-45.0pp |
| Annual return | 37.26% | 24.54%+12.7pp | 34.10%+3.2pp | 160.62%-123.4pp |
| Employer contribution / active EE | $871 | $3,870-77.5% | $4,563-80.9% | $2,670-67.4% |
| Participant deferral / active EE | $2,358 | $5,456-56.8% | $6,513-63.8% | $4,125-42.8% |
| Admin fee / account holder | $14,085 | $7,663+83.8% | $7,047+99.9% | $5,651+149.3% |