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 | $204,853 | $71,050+188.3% | $93,606+118.8% | $80,856+153.4% |
| Participation rate | 31.9% | 60.4%-28.5pp | 68.7%-36.8pp | 67.6%-35.7pp |
| Annual return | 25.01% | 11.26%+13.7pp | 133.20%-108.2pp | 35.59%-10.6pp |
| Employer contribution / active EE | $160 | $1,564-89.8% | $2,420-93.4% | $2,755-94.2% |
| Participant deferral / active EE | $2,555 | $4,034-36.6% | $4,411-42.1% | $4,296-40.5% |
| Admin fee / account holder | $1,994 | $6,945-71.3% | $8,285-75.9% | $6,918-71.2% |