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 | $174,975 | $109,413+59.9% | $156,263+12.0% | $84,808+106.3% |
| Participation rate | 31.1% | 72.7%-41.6pp | 78.9%-47.8pp | 68.3%-37.2pp |
| Annual return | 16.77% | 20.18%-3.4pp | 59.47%-42.7pp | 40.90%-24.1pp |
| Employer contribution / active EE | $293 | $2,907-89.9% | $4,333-93.2% | $2,631-88.9% |
| Participant deferral / active EE | $2,316 | $4,590-49.5% | $6,158-62.4% | $4,212-45.0% |
| Admin fee / account holder | $4,954 | $9,357-47.1% | $14,255-65.2% | $7,344-32.5% |