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 | $171,596 | $109,413+56.8% | $156,263+9.8% | $84,808+102.3% |
| Participation rate | 67.9% | 72.7%-4.8pp | 78.9%-11.1pp | 68.3%-0.5pp |
| Annual return | 13.94% | 20.18%-6.2pp | 59.47%-45.5pp | 40.90%-27.0pp |
| Employer contribution / active EE | $0 | $2,907-100.0% | $4,333-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $8,070 | $4,590+75.8% | $6,158+31.0% | $4,212+91.6% |
| Admin fee / account holder | $62,929 | $9,357+572.5% | $14,255+341.5% | $7,344+756.9% |