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 | $226,556 | $96,484+134.8% | $156,263+45.0% | $74,304+204.9% |
| Participation rate | 32.5% | 67.7%-35.2pp | 78.9%-46.5pp | 60.3%-27.9pp |
| Annual return | 14.83% | 17.73%-2.9pp | 59.47%-44.6pp | 29.43%-14.6pp |
| Employer contribution / active EE | $214 | $2,528-91.5% | $4,333-95.1% | $2,241-90.4% |
| Participant deferral / active EE | $2,417 | $4,286-43.6% | $6,158-60.7% | $3,767-35.8% |
| Admin fee / account holder | $4,679 | $3,728+25.5% | $14,255-67.2% | $2,969+57.6% |