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 | $159,084 | $78,422+102.9% | $95,952+65.8% | $79,858+99.2% |
| Participation rate | 21.2% | 73.5%-52.3pp | 77.1%-55.9pp | 69.6%-48.4pp |
| Annual return | 30.66% | 19.37%+11.3pp | 91.61%-60.9pp | 31.71%-1.1pp |
| Employer contribution / active EE | $245 | $1,945-87.4% | $2,541-90.3% | $2,471-90.1% |
| Participant deferral / active EE | $2,453 | $3,440-28.7% | $4,167-41.1% | $3,740-34.4% |
| Admin fee / account holder | $3,326 | $5,622-40.8% | $6,795-51.1% | $5,306-37.3% |