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 8-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 | $111,724 | $64,324+73.7% | $118,925-6.1% | $79,858+39.9% |
| Participation rate | 34.1% | 64.9%-30.7pp | 75.4%-41.2pp | 69.6%-35.5pp |
| Annual return | 23.00% | 86.45%-63.4pp | 35.88%-12.9pp | 31.71%-8.7pp |
| Employer contribution / active EE | $484 | $1,836-73.7% | $3,263-85.2% | $2,471-80.4% |
| Participant deferral / active EE | $1,770 | $2,824-37.3% | $4,265-58.5% | $3,740-52.7% |
| Admin fee / account holder | $12,615 | $4,040+212.3% | $6,581+91.7% | $5,306+137.7% |