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 | $205,240 | $89,753+128.7% | $107,525+90.9% | $84,808+142.0% |
| Participation rate | 56.1% | 68.1%-12.0pp | 75.1%-19.0pp | 68.3%-12.2pp |
| Annual return | 18.11% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $663 | $3,113-78.7% | $3,754-82.3% | $2,631-74.8% |
| Participant deferral / active EE | $2,146 | $4,056-47.1% | $5,116-58.1% | $4,212-49.1% |
| Admin fee / account holder | $1,188 | $7,222-83.6% | $8,919-86.7% | $7,344-83.8% |