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 | $213,968 | $179,726+19.1% | $156,263+36.9% | $142,382+50.3% |
| Participation rate | 53.8% | 82.1%-28.2pp | 78.9%-25.1pp | 80.1%-26.3pp |
| Annual return | 12.78% | 77.86%-65.1pp | 59.47%-46.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $781 | $5,069-84.6% | $4,333-82.0% | $4,299-81.8% |
| Participant deferral / active EE | $4,099 | $6,956-41.1% | $6,158-33.4% | $6,507-37.0% |
| Admin fee / account holder | $5,432 | $17,272-68.5% | $14,255-61.9% | $12,624-57.0% |