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 | $201,509 | $117,983+70.8% | $101,794+98.0% | $142,382+41.5% |
| Participation rate | 61.9% | 74.2%-12.3pp | 69.2%-7.3pp | 80.1%-18.2pp |
| Annual return | 14.75% | 36.92%-22.2pp | 30.53%-15.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $240 | $2,773-91.3% | $2,289-89.5% | $4,299-94.4% |
| Participant deferral / active EE | $1,399 | $4,714-70.3% | $4,084-65.8% | $6,507-78.5% |
| Admin fee / account holder | $37,173 | $10,433+256.3% | $8,777+323.5% | $12,624+194.5% |