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 | $212,667 | $138,562+53.5% | $246,525-13.7% | $116,875+82.0% |
| Participation rate | 50.0% | 72.8%-22.8pp | 82.0%-32.0pp | 74.5%-24.5pp |
| Annual return | 13.71% | 16.14%-2.4pp | 0.46%+13.2pp | 16.29%-2.6pp |
| Employer contribution / active EE | $968 | $4,835-80.0% | $7,467-87.0% | $3,288-70.6% |
| Participant deferral / active EE | $3,723 | $4,207-11.5% | $5,422-31.3% | $3,885-4.2% |
| Admin fee / account holder | $39,945 | $18,110+120.6% | $16,551+141.4% | $12,263+225.7% |