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 | $200,592 | $101,724+97.2% | $164,813+21.7% | $80,856+148.1% |
| Participation rate | 68.0% | 71.8%-3.8pp | 78.6%-10.6pp | 67.6%+0.4pp |
| Annual return | 14.81% | 16.72%-1.9pp | 69.93%-55.1pp | 35.59%-20.8pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $6,581 | $4,477+47.0% | $6,031+9.1% | $4,296+53.2% |
| Admin fee / account holder | $5,411 | $8,227-34.2% | $12,690-57.4% | $6,918-21.8% |