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 | $143,082 | $94,338+51.7% | $100,534+42.3% | $142,382+0.5% |
| Participation rate | 31.3% | 81.7%-50.5pp | 80.6%-49.4pp | 80.1%-48.9pp |
| Annual return | 18.03% | 29.20%-11.2pp | 32.66%-14.6pp | 217.08%-199.0pp |
| Employer contribution / active EE | $720 | $4,237-83.0% | $4,346-83.4% | $4,299-83.3% |
| Participant deferral / active EE | $3,083 | $5,934-48.1% | $6,144-49.8% | $6,507-52.6% |
| Admin fee / account holder | $1,660 | $8,421-80.3% | $7,654-78.3% | $12,624-86.8% |