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 | $200,475 | $165,984+20.8% | $164,813+21.6% | $145,922+37.4% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 14.31% | 100.03%-85.7pp | 69.93%-55.6pp | 561.29%-547.0pp |
| Employer contribution / active EE | $866 | $5,273-83.6% | $4,341-80.1% | $4,660-81.4% |
| Participant deferral / active EE | $2,489 | $6,959-64.2% | $6,031-58.7% | $6,688-62.8% |
| Admin fee / account holder | $17,697 | $16,648+6.3% | $12,690+39.5% | $13,397+32.1% |