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 | $177,738 | $165,984+7.1% | $164,813+7.8% | $145,922+21.8% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.8pp |
| Annual return | 15.35% | 100.03%-84.7pp | 69.93%-54.6pp | 561.29%-545.9pp |
| Employer contribution / active EE | $611 | $5,273-88.4% | $4,341-85.9% | $4,660-86.9% |
| Participant deferral / active EE | $3,984 | $6,959-42.7% | $6,031-33.9% | $6,688-40.4% |
| Admin fee / account holder | $2,426 | $16,648-85.4% | $12,690-80.9% | $13,397-81.9% |