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 | $172,187 | $89,753+91.8% | $107,525+60.1% | $84,808+103.0% |
| Participation rate | 52.5% | 68.1%-15.6pp | 75.1%-22.6pp | 68.3%-15.8pp |
| Annual return | 15.35% | 29.48%-14.1pp | 181.32%-166.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $790 | $3,113-74.6% | $3,754-78.9% | $2,631-70.0% |
| Participant deferral / active EE | $2,685 | $4,056-33.8% | $5,116-47.5% | $4,212-36.2% |
| Admin fee / account holder | $9,279 | $7,222+28.5% | $8,919+4.0% | $7,344+26.4% |