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 | $165,578 | $109,881+50.7% | $150,045+10.4% | $84,808+95.2% |
| Participation rate | 60.7% | 76.1%-15.4pp | 82.3%-21.6pp | 68.3%-7.6pp |
| Annual return | 19.97% | 28.25%-8.3pp | 62.55%-42.6pp | 40.90%-20.9pp |
| Employer contribution / active EE | $0 | $3,561-100.0% | $4,693-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,027 | $6,636+51.1% | $7,997+25.4% | $4,212+138.1% |
| Admin fee / account holder | $959 | $8,568-88.8% | $13,435-92.9% | $7,344-86.9% |