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 | $124,115 | $64,839+91.4% | $95,585+29.8% | $84,808+46.3% |
| Participation rate | 62.3% | 63.8%-1.5pp | 72.1%-9.8pp | 68.3%-6.0pp |
| Annual return | 14.37% | -670.96%+685.3pp | 38.56%-24.2pp | 40.90%-26.5pp |
| Employer contribution / active EE | $237 | $1,759-86.5% | $2,527-90.6% | $2,631-91.0% |
| Participant deferral / active EE | $4,575 | $2,965+54.3% | $4,023+13.7% | $4,212+8.6% |
| Admin fee / account holder | $2,719 | $5,964-54.4% | $6,127-55.6% | $7,344-63.0% |