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 | $173,566 | $114,381+51.7% | $107,525+61.4% | $142,382+21.9% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.1%-40.1pp | 80.1%-45.1pp |
| Annual return | 12.77% | 242.71%-229.9pp | 181.32%-168.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $369 | $4,015-90.8% | $3,754-90.2% | $4,299-91.4% |
| Participant deferral / active EE | $1,995 | $5,564-64.2% | $5,116-61.0% | $6,507-69.3% |
| Admin fee / account holder | $1,439 | $9,860-85.4% | $8,919-83.9% | $12,624-88.6% |