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 | $153,843 | $78,422+96.2% | $95,952+60.3% | $79,858+92.6% |
| Participation rate | 31.8% | 73.5%-41.7pp | 77.1%-45.3pp | 69.6%-37.8pp |
| Annual return | 14.51% | 19.37%-4.9pp | 91.61%-77.1pp | 31.71%-17.2pp |
| Employer contribution / active EE | $84 | $1,945-95.7% | $2,541-96.7% | $2,471-96.6% |
| Participant deferral / active EE | $1,779 | $3,440-48.3% | $4,167-57.3% | $3,740-52.4% |
| Admin fee / account holder | $3,423 | $5,622-39.1% | $6,795-49.6% | $5,306-35.5% |