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 | $119,103 | $80,724+47.5% | $103,333+15.3% | $74,495+59.9% |
| Participation rate | 43.6% | 65.7%-22.1pp | 74.5%-30.9pp | 67.2%-23.6pp |
| Annual return | 18.11% | 27.56%-9.4pp | 24.88%-6.8pp | 1364.94%-1346.8pp |
| Employer contribution / active EE | $294 | $3,157-90.7% | $3,868-92.4% | $2,623-88.8% |
| Participant deferral / active EE | $2,205 | $3,860-42.9% | $5,057-56.4% | $4,346-49.3% |
| Admin fee / account holder | $19,353 | $2,368+717.3% | $8,355+131.6% | $1,942+896.7% |