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 | $237,027 | $127,065+86.5% | $113,168+109.4% | $142,382+66.5% |
| Participation rate | 66.7% | 79.2%-12.5pp | 76.6%-9.9pp | 80.1%-13.5pp |
| Annual return | 13.16% | 24.03%-10.9pp | 24.27%-11.1pp | 217.08%-203.9pp |
| Employer contribution / active EE | $516 | $3,442-85.0% | $2,975-82.6% | $4,299-88.0% |
| Participant deferral / active EE | $2,674 | $5,716-53.2% | $5,107-47.6% | $6,507-58.9% |
| Admin fee / account holder | $9,871 | $15,736-37.3% | $12,068-18.2% | $12,624-21.8% |