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 | $188,897 | $105,126+79.7% | $94,646+99.6% | $139,434+35.5% |
| Participation rate | 44.4% | 82.4%-37.9pp | 80.8%-36.4pp | 80.3%-35.9pp |
| Annual return | 13.81% | 38.03%-24.2pp | 156.71%-142.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $135 | $4,106-96.7% | $3,672-96.3% | $4,751-97.2% |
| Participant deferral / active EE | $3,272 | $7,599-56.9% | $7,418-55.9% | $6,710-51.2% |
| Admin fee / account holder | $11,046 | $8,984+23.0% | $7,231+52.8% | $11,403-3.1% |