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 | $163,317 | $91,552+78.4% | $133,956+21.9% | $79,858+104.5% |
| Participation rate | 55.8% | 73.3%-17.5pp | 79.8%-24.0pp | 69.6%-13.8pp |
| Annual return | 16.01% | 61.85%-45.8pp | 45.09%-29.1pp | 31.71%-15.7pp |
| Employer contribution / active EE | $558 | $2,384-76.6% | $3,919-85.8% | $2,471-77.4% |
| Participant deferral / active EE | $3,133 | $3,733-16.1% | $5,048-37.9% | $3,740-16.2% |
| Admin fee / account holder | $9,643 | $6,321+52.6% | $8,927+8.0% | $5,306+81.7% |