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 | $175,803 | $91,552+92.0% | $133,956+31.2% | $79,858+120.1% |
| Participation rate | 34.6% | 73.3%-38.7pp | 79.8%-45.2pp | 69.6%-35.0pp |
| Annual return | 21.59% | 61.85%-40.3pp | 45.09%-23.5pp | 31.71%-10.1pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,735 | $3,733-26.7% | $5,048-45.8% | $3,740-26.9% |
| Admin fee / account holder | $6,530 | $6,321+3.3% | $8,927-26.9% | $5,306+23.1% |