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 | $148,692 | $105,181+41.4% | $159,436-6.7% | $85,850+73.2% |
| Participation rate | 61.0% | 75.8%-14.8pp | 82.8%-21.8pp | 69.3%-8.3pp |
| Annual return | 13.49% | 45.07%-31.6pp | 263.57%-250.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $137 | $3,318-95.9% | $4,829-97.2% | $2,565-94.6% |
| Participant deferral / active EE | $4,960 | $5,945-16.6% | $7,352-32.5% | $3,952+25.5% |
| Admin fee / account holder | $13,921 | $6,933+100.8% | $10,799+28.9% | $6,260+122.4% |