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 | $177,180 | $95,803+84.9% | $113,168+56.6% | $84,808+108.9% |
| Participation rate | 61.8% | 72.9%-11.1pp | 76.6%-14.8pp | 68.3%-6.5pp |
| Annual return | 12.91% | 25.00%-12.1pp | 24.27%-11.4pp | 40.90%-28.0pp |
| Employer contribution / active EE | $471 | $2,360-80.1% | $2,975-84.2% | $2,631-82.1% |
| Participant deferral / active EE | $2,684 | $4,242-36.7% | $5,107-47.4% | $4,212-36.3% |
| Admin fee / account holder | $7,689 | $8,989-14.5% | $12,068-36.3% | $7,344+4.7% |