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 | $165,036 | $58,512+182.1% | $84,015+96.4% | $72,985+126.1% |
| Participation rate | 49.0% | 61.2%-12.2pp | 69.0%-20.0pp | 69.5%-20.5pp |
| Annual return | 26.93% | 28.93%-2.0pp | 71.31%-44.4pp | 81.00%-54.1pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,551 | $2,394+6.6% | $3,239-21.2% | $3,607-29.3% |
| Admin fee / account holder | $10,788 | $4,569+136.1% | $6,101+76.8% | $5,124+110.5% |