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 | $125,108 | $80,968+54.5% | $96,544+29.6% | $75,163+66.4% |
| Participation rate | 15.4% | 71.8%-56.4pp | 76.0%-60.6pp | 67.2%-51.8pp |
| Annual return | 19.08% | 27.06%-8.0pp | 25.84%-6.8pp | 160.62%-141.5pp |
| Employer contribution / active EE | $436 | $2,282-80.9% | $2,965-85.3% | $2,670-83.7% |
| Participant deferral / active EE | $2,297 | $3,928-41.5% | $4,851-52.7% | $4,125-44.3% |
| Admin fee / account holder | $669 | $6,724-90.1% | $8,252-91.9% | $5,651-88.2% |