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 | $216,870 | $94,338+129.9% | $100,534+115.7% | $142,382+52.3% |
| Participation rate | 62.5% | 81.7%-19.2pp | 80.6%-18.1pp | 80.1%-17.6pp |
| Annual return | 13.16% | 29.20%-16.0pp | 32.66%-19.5pp | 217.08%-203.9pp |
| Employer contribution / active EE | $511 | $4,237-87.9% | $4,346-88.2% | $4,299-88.1% |
| Participant deferral / active EE | $2,919 | $5,934-50.8% | $6,144-52.5% | $6,507-55.1% |
| Admin fee / account holder | $75,765 | $8,421+799.7% | $7,654+889.8% | $12,624+500.2% |