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 | $159,959 | $94,625+69.0% | $116,228+37.6% | $84,808+88.6% |
| Participation rate | 53.1% | 70.4%-17.3pp | 74.6%-21.4pp | 68.3%-15.2pp |
| Annual return | 14.86% | 20.40%-5.5pp | 90.06%-75.2pp | 40.90%-26.0pp |
| Employer contribution / active EE | $239 | $2,347-89.8% | $2,994-92.0% | $2,631-90.9% |
| Participant deferral / active EE | $3,527 | $3,972-11.2% | $4,953-28.8% | $4,212-16.2% |
| Admin fee / account holder | $22,432 | $10,091+122.3% | $11,989+87.1% | $7,344+205.4% |