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 | $168,357 | $79,449+111.9% | $189,557-11.2% | $85,850+96.1% |
| Participation rate | 42.4% | 66.0%-23.6pp | 78.4%-36.0pp | 69.3%-26.9pp |
| Annual return | 17.68% | 18.45%-0.8pp | 64.17%-46.5pp | 318.53%-300.9pp |
| Employer contribution / active EE | $328 | $2,081-84.2% | $4,412-92.6% | $2,565-87.2% |
| Participant deferral / active EE | $2,085 | $4,051-48.5% | $6,174-66.2% | $3,952-47.2% |
| Admin fee / account holder | $15,985 | $5,377+197.3% | $9,807+63.0% | $6,260+155.4% |