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 | $229,134 | $77,503+195.6% | $100,391+128.2% | $80,856+183.4% |
| Participation rate | 66.2% | 76.9%-10.8pp | 81.5%-15.3pp | 67.6%-1.5pp |
| Annual return | 17.77% | 37.20%-19.4pp | 49.20%-31.4pp | 35.59%-17.8pp |
| Employer contribution / active EE | $0 | $2,801-100.0% | $3,942-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $7,501 | $6,820+10.0% | $8,082-7.2% | $4,296+74.6% |
| Admin fee / account holder | $21,317 | $5,897+261.5% | $7,899+169.9% | $6,918+208.1% |