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 | $194,086 | $115,770+67.6% | $101,248+91.7% | $158,922+22.1% |
| Participation rate | 34.8% | 79.4%-44.6pp | 75.8%-41.0pp | 82.0%-47.2pp |
| Annual return | 34.70% | 56.14%-21.4pp | 46.47%-11.8pp | 302.83%-268.1pp |
| Employer contribution / active EE | $684 | $4,175-83.6% | $3,660-81.3% | $4,761-85.6% |
| Participant deferral / active EE | $2,066 | $4,957-58.3% | $4,370-52.7% | $5,982-65.5% |
| Admin fee / account holder | $560 | $7,245-92.3% | $5,945-90.6% | $11,246-95.0% |