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 | $185,184 | $162,781+13.8% | $133,956+38.2% | $158,922+16.5% |
| Participation rate | 60.0% | 83.2%-23.2pp | 79.8%-19.8pp | 82.0%-22.0pp |
| Annual return | 28.06% | 41.94%-13.9pp | 45.09%-17.0pp | 302.83%-274.8pp |
| Employer contribution / active EE | $852 | $4,975-82.9% | $3,919-78.3% | $4,761-82.1% |
| Participant deferral / active EE | $7,848 | $5,911+32.8% | $5,048+55.5% | $5,982+31.2% |
| Admin fee / account holder | $7,095 | $11,736-39.5% | $8,927-20.5% | $11,246-36.9% |