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 | $120,848 | $57,541+110.0% | $95,745+26.2% | $75,163+60.8% |
| Participation rate | 61.1% | 62.5%-1.4pp | 72.3%-11.2pp | 67.2%-6.1pp |
| Annual return | 14.41% | 34.93%-20.5pp | 28.35%-13.9pp | 160.62%-146.2pp |
| Employer contribution / active EE | $247 | $1,808-86.3% | $2,835-91.3% | $2,670-90.7% |
| Participant deferral / active EE | $4,660 | $3,074+51.6% | $4,245+9.8% | $4,125+13.0% |
| Admin fee / account holder | $5,093 | $4,099+24.3% | $5,678-10.3% | $5,651-9.9% |