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 | $190,995 | $133,958+42.6% | $112,228+70.2% | $134,475+42.0% |
| Participation rate | 40.0% | 78.6%-38.6pp | 75.1%-35.1pp | 81.2%-41.2pp |
| Annual return | -13.07% | 47.11%-60.2pp | 27.45%-40.5pp | 417.96%-431.0pp |
| Employer contribution / active EE | $435 | $4,038-89.2% | $3,635-88.0% | $4,740-90.8% |
| Participant deferral / active EE | $5,398 | $5,291+2.0% | $4,728+14.2% | $6,400-15.7% |
| Admin fee / account holder | $8,988 | $7,489+20.0% | $6,410+40.2% | $11,426-21.3% |