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 | $175,900 | $109,881+60.1% | $150,045+17.2% | $84,808+107.4% |
| Participation rate | 68.4% | 76.1%-7.7pp | 82.3%-13.9pp | 68.3%+0.1pp |
| Annual return | 17.15% | 28.25%-11.1pp | 62.55%-45.4pp | 40.90%-23.7pp |
| Employer contribution / active EE | $235 | $3,561-93.4% | $4,693-95.0% | $2,631-91.1% |
| Participant deferral / active EE | $15,193 | $6,636+128.9% | $7,997+90.0% | $4,212+260.7% |
| Admin fee / account holder | $8,279 | $8,568-3.4% | $13,435-38.4% | $7,344+12.7% |