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 | $138,894 | $117,841+17.9% | $102,423+35.6% | $145,922-4.8% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 12.09% | 31.65%-19.6pp | 29.32%-17.2pp | 561.29%-549.2pp |
| Employer contribution / active EE | $575 | $3,615-84.1% | $3,023-81.0% | $4,660-87.7% |
| Participant deferral / active EE | $5,423 | $5,731-5.4% | $5,053+7.3% | $6,688-18.9% |
| Admin fee / account holder | $29,265 | $13,326+119.6% | $9,451+209.7% | $13,397+118.4% |