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 | $211,285 | $127,065+66.3% | $113,168+86.7% | $142,382+48.4% |
| Participation rate | 58.3% | 79.2%-20.9pp | 76.6%-18.2pp | 80.1%-21.8pp |
| Annual return | 11.40% | 24.03%-12.6pp | 24.27%-12.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $630 | $3,442-81.7% | $2,975-78.8% | $4,299-85.3% |
| Participant deferral / active EE | $3,158 | $5,716-44.8% | $5,107-38.2% | $6,507-51.5% |
| Admin fee / account holder | $52,775 | $15,736+235.4% | $12,068+337.3% | $12,624+318.1% |