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 | $159,578 | $98,750+61.6% | $149,696+6.6% | $79,858+99.8% |
| Participation rate | 53.4% | 75.8%-22.3pp | 82.5%-29.1pp | 69.6%-16.2pp |
| Annual return | 18.66% | 27.43%-8.8pp | 276.60%-257.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $363 | $3,216-88.7% | $4,644-92.2% | $2,471-85.3% |
| Participant deferral / active EE | $2,414 | $5,680-57.5% | $6,842-64.7% | $3,740-35.5% |
| Admin fee / account holder | $11,375 | $6,053+87.9% | $9,309+22.2% | $5,306+114.4% |