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 5-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 | $160,295 | $56,053+186.0% | $75,972+111.0% | $80,856+98.2% |
| Participation rate | 65.5% | 62.0%+3.5pp | 69.1%-3.5pp | 67.6%-2.1pp |
| Annual return | 19.02% | 20.53%-1.5pp | 359.55%-340.5pp | 35.59%-16.6pp |
| Employer contribution / active EE | $335 | $1,874-82.1% | $2,685-87.5% | $2,755-87.8% |
| Participant deferral / active EE | $4,448 | $3,052+45.8% | $4,255+4.5% | $4,296+3.5% |
| Admin fee / account holder | $2,737 | $5,234-47.7% | $6,467-57.7% | $6,918-60.4% |