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 | $222,527 | $148,978+49.4% | $200,582+10.9% | $84,808+162.4% |
| Participation rate | 62.5% | 84.2%-21.7pp | 86.9%-24.4pp | 68.3%-5.8pp |
| Annual return | 19.93% | 28.16%-8.2pp | 42.33%-22.4pp | 40.90%-21.0pp |
| Employer contribution / active EE | $699 | $4,815-85.5% | $6,419-89.1% | $2,631-73.4% |
| Participant deferral / active EE | $6,993 | $7,142-2.1% | $9,331-25.1% | $4,212+66.1% |
| Admin fee / account holder | $9,827 | $13,977-29.7% | $16,305-39.7% | $7,344+33.8% |