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 | $238,128 | $95,266+150.0% | $82,389+189.0% | $142,382+67.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.5%-19.5pp | 80.1%-30.1pp |
| Annual return | 12.02% | 25.74%-13.7pp | 28.67%-16.6pp | 217.08%-205.1pp |
| Employer contribution / active EE | $292 | $2,991-90.2% | $2,517-88.4% | $4,299-93.2% |
| Participant deferral / active EE | $1,267 | $4,809-73.7% | $4,155-69.5% | $6,507-80.5% |
| Admin fee / account holder | $11,655 | $8,563+36.1% | $7,231+61.2% | $12,624-7.7% |