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 | $144,024 | $82,978+73.6% | $129,995+10.8% | $71,457+101.6% |
| Participation rate | 42.6% | 74.1%-31.5pp | 78.5%-35.9pp | 67.9%-25.3pp |
| Annual return | 14.53% | 20.60%-6.1pp | -137.18%+151.7pp | 28.85%-14.3pp |
| Employer contribution / active EE | $545 | $2,622-79.2% | $4,320-87.4% | $2,588-78.9% |
| Participant deferral / active EE | $2,754 | $4,432-37.9% | $5,820-52.7% | $4,289-35.8% |
| Admin fee / account holder | $10,213 | $1,729+490.7% | $10,614-3.8% | $1,587+543.4% |