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 | $161,167 | $115,770+39.2% | $101,248+59.2% | $158,922+1.4% |
| Participation rate | 14.3% | 79.4%-65.1pp | 75.8%-61.5pp | 82.0%-67.7pp |
| Annual return | 34.70% | 56.14%-21.4pp | 46.47%-11.8pp | 302.83%-268.1pp |
| Employer contribution / active EE | $422 | $4,175-89.9% | $3,660-88.5% | $4,761-91.1% |
| Participant deferral / active EE | $1,379 | $4,957-72.2% | $4,370-68.4% | $5,982-76.9% |
| Admin fee / account holder | $1,326 | $7,245-81.7% | $5,945-77.7% | $11,246-88.2% |