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 | $162,766 | $133,958+21.5% | $112,228+45.0% | $134,475+21.0% |
| Participation rate | 30.8% | 78.6%-47.8pp | 75.1%-44.3pp | 81.2%-50.5pp |
| Annual return | -14.89% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $603 | $4,038-85.1% | $3,635-83.4% | $4,740-87.3% |
| Participant deferral / active EE | $3,751 | $5,291-29.1% | $4,728-20.7% | $6,400-41.4% |
| Admin fee / account holder | $5,881 | $7,489-21.5% | $6,410-8.3% | $11,426-48.5% |