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 | $204,259 | $106,890+91.1% | $84,015+143.1% | $152,861+33.6% |
| Participation rate | 33.3% | 75.2%-41.9pp | 69.0%-35.7pp | 82.4%-49.1pp |
| Annual return | 25.33% | 104.99%-79.7pp | 71.31%-46.0pp | 345.32%-320.0pp |
| Employer contribution / active EE | $382 | $2,734-86.0% | $1,983-80.7% | $4,762-92.0% |
| Participant deferral / active EE | $1,011 | $4,011-74.8% | $3,239-68.8% | $5,850-82.7% |
| Admin fee / account holder | $2,411 | $8,285-70.9% | $6,101-60.5% | $11,596-79.2% |