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 | $198,096 | $124,319+59.3% | $111,297+78.0% | $167,490+18.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 10.84% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $541 | $3,435-84.2% | $2,731-80.2% | $4,837-88.8% |
| Participant deferral / active EE | $3,776 | $5,180-27.1% | $4,487-15.8% | $6,341-40.5% |
| Admin fee / account holder | $35,750 | $10,618+236.7% | $7,964+348.9% | $12,309+190.4% |