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 | $247,228 | $109,413+126.0% | $156,263+58.2% | $84,808+191.5% |
| Participation rate | 69.4% | 72.7%-3.2pp | 78.9%-9.5pp | 68.3%+1.1pp |
| Annual return | 17.07% | 20.18%-3.1pp | 59.47%-42.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $725 | $2,907-75.0% | $4,333-83.3% | $2,631-72.4% |
| Participant deferral / active EE | $5,177 | $4,590+12.8% | $6,158-15.9% | $4,212+22.9% |
| Admin fee / account holder | $7,782 | $9,357-16.8% | $14,255-45.4% | $7,344+6.0% |