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 | $150,229 | $95,266+57.7% | $82,389+82.3% | $142,382+5.5% |
| Participation rate | 68.8% | 74.5%-5.7pp | 69.5%-0.8pp | 80.1%-11.4pp |
| Annual return | 14.73% | 25.74%-11.0pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $290 | $2,991-90.3% | $2,517-88.5% | $4,299-93.3% |
| Participant deferral / active EE | $1,450 | $4,809-69.9% | $4,155-65.1% | $6,507-77.7% |
| Admin fee / account holder | $53,902 | $8,563+529.4% | $7,231+645.5% | $12,624+327.0% |