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 | $209,069 | $96,484+116.7% | $75,886+175.5% | $152,861+36.8% |
| Participation rate | 20.0% | 76.2%-56.2pp | 69.3%-49.3pp | 82.4%-62.4pp |
| Annual return | 29.61% | 33.98%-4.4pp | 30.76%-1.2pp | 345.32%-315.7pp |
| Employer contribution / active EE | $264 | $3,309-92.0% | $2,500-89.4% | $4,762-94.5% |
| Participant deferral / active EE | $5,000 | $4,553+9.8% | $3,603+38.8% | $5,850-14.5% |
| Admin fee / account holder | $1,225 | $8,078-84.8% | $5,418-77.4% | $11,596-89.4% |