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 | $177,058 | $100,923+75.4% | $150,045+18.0% | $74,304+138.3% |
| Participation rate | 53.7% | 70.1%-16.4pp | 82.3%-28.6pp | 60.3%-6.7pp |
| Annual return | 14.76% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.7pp |
| Employer contribution / active EE | $539 | $3,463-84.5% | $4,693-88.5% | $2,241-76.0% |
| Participant deferral / active EE | $2,589 | $6,709-61.4% | $7,997-67.6% | $3,767-31.3% |
| Admin fee / account holder | $9,509 | $2,767+243.7% | $13,435-29.2% | $2,969+220.3% |