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 | $202,728 | $209,411-3.2% | $178,490+13.6% | $158,922+27.6% |
| Participation rate | 36.8% | 86.3%-49.5pp | 81.9%-45.1pp | 82.0%-45.1pp |
| Annual return | 12.09% | 188.75%-176.7pp | 151.07%-139.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $751 | $5,706-86.8% | $5,011-85.0% | $4,761-84.2% |
| Participant deferral / active EE | $3,164 | $5,954-46.9% | $5,202-39.2% | $5,982-47.1% |
| Admin fee / account holder | $20,249 | $17,074+18.6% | $13,984+44.8% | $11,246+80.1% |