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 | $154,932 | $89,355+73.4% | $141,162+9.8% | $72,985+112.3% |
| Participation rate | 69.7% | 75.1%-5.4pp | 82.5%-12.8pp | 69.5%+0.2pp |
| Annual return | 23.99% | 111.85%-87.9pp | 71.39%-47.4pp | 81.00%-57.0pp |
| Employer contribution / active EE | $604 | $3,114-80.6% | $4,735-87.2% | $2,440-75.3% |
| Participant deferral / active EE | $7,346 | $5,418+35.6% | $6,709+9.5% | $3,607+103.6% |
| Admin fee / account holder | $1,569 | $5,958-73.7% | $10,261-84.7% | $5,124-69.4% |