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 | $182,274 | $181,894+0.2% | $156,549+16.4% | $273,961-33.5% |
| Participation rate | 28.6% | 88.4%-59.8pp | 84.0%-55.4pp | 83.0%-54.4pp |
| Annual return | 11.72% | 30.74%-19.0pp | 32.23%-20.5pp | 41.45%-29.7pp |
| Employer contribution / active EE | $656 | $6,248-89.5% | $5,501-88.1% | $4,869-86.5% |
| Participant deferral / active EE | $2,593 | $5,550-53.3% | $4,871-46.8% | $5,287-51.0% |
| Admin fee / account holder | $448 | $15,559-97.1% | $13,027-96.6% | $10,132-95.6% |