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 | $233,935 | $171,164+36.7% | $127,761+83.1% | $152,861+53.0% |
| Participation rate | 40.0% | 83.4%-43.4pp | 79.0%-39.0pp | 82.4%-42.4pp |
| Annual return | 18.05% | 23.54%-5.5pp | 26.14%-8.1pp | 345.32%-327.3pp |
| Employer contribution / active EE | $712 | $5,447-86.9% | $4,574-84.4% | $4,762-85.0% |
| Participant deferral / active EE | $4,992 | $7,038-29.1% | $6,021-17.1% | $5,850-14.7% |
| Admin fee / account holder | $3,155 | $14,530-78.3% | $9,395-66.4% | $11,596-72.8% |