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 | $148,413 | $101,724+45.9% | $164,813-10.0% | $80,856+83.6% |
| Participation rate | 56.5% | 71.8%-15.3pp | 78.6%-22.1pp | 67.6%-11.1pp |
| Annual return | 15.21% | 16.72%-1.5pp | 69.93%-54.7pp | 35.59%-20.4pp |
| Employer contribution / active EE | $501 | $2,953-83.1% | $4,341-88.5% | $2,755-81.8% |
| Participant deferral / active EE | $3,442 | $4,477-23.1% | $6,031-42.9% | $4,296-19.9% |
| Admin fee / account holder | $2,735 | $8,227-66.8% | $12,690-78.4% | $6,918-60.5% |