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 | $205,326 | $91,037+125.5% | $71,671+186.5% | $147,584+39.1% |
| Participation rate | 14.3% | 76.1%-61.8pp | 68.7%-54.5pp | 82.8%-68.5pp |
| Annual return | 15.09% | 20.48%-5.4pp | 20.65%-5.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $223 | $3,327-93.3% | $2,460-90.9% | $4,876-95.4% |
| Participant deferral / active EE | $2,571 | $4,498-42.8% | $3,438-25.2% | $5,439-52.7% |
| Admin fee / account holder | $1,922 | $8,613-77.7% | $5,558-65.4% | $10,885-82.3% |