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 | $168,669 | $152,587+10.5% | $125,175+34.7% | $152,861+10.3% |
| Participation rate | 52.9% | 83.3%-30.4pp | 79.8%-26.8pp | 82.4%-29.5pp |
| Annual return | 37.68% | 54.84%-17.2pp | 43.79%-6.1pp | 345.32%-307.6pp |
| Employer contribution / active EE | $618 | $4,946-87.5% | $3,865-84.0% | $4,762-87.0% |
| Participant deferral / active EE | $3,689 | $5,868-37.1% | $4,937-25.3% | $5,850-36.9% |
| Admin fee / account holder | $1,998 | $13,434-85.1% | $9,702-79.4% | $11,596-82.8% |