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 | $198,548 | $209,411-5.2% | $178,490+11.2% | $158,922+24.9% |
| Participation rate | 46.2% | 86.3%-40.2pp | 81.9%-35.8pp | 82.0%-35.8pp |
| Annual return | 17.55% | 188.75%-171.2pp | 151.07%-133.5pp | 302.83%-285.3pp |
| Employer contribution / active EE | $775 | $5,706-86.4% | $5,011-84.5% | $4,761-83.7% |
| Participant deferral / active EE | $3,900 | $5,954-34.5% | $5,202-25.0% | $5,982-34.8% |
| Admin fee / account holder | $3,680 | $17,074-78.5% | $13,984-73.7% | $11,246-67.3% |