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 | $207,156 | $109,881+88.5% | $150,045+38.1% | $84,808+144.3% |
| Participation rate | 45.5% | 76.1%-30.6pp | 82.3%-36.9pp | 68.3%-22.9pp |
| Annual return | 14.35% | 28.25%-13.9pp | 62.55%-48.2pp | 40.90%-26.6pp |
| Employer contribution / active EE | $645 | $3,561-81.9% | $4,693-86.3% | $2,631-75.5% |
| Participant deferral / active EE | $5,978 | $6,636-9.9% | $7,997-25.3% | $4,212+41.9% |
| Admin fee / account holder | $7,792 | $8,568-9.1% | $13,435-42.0% | $7,344+6.1% |