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 | $151,332 | $117,841+28.4% | $102,423+47.8% | $145,922+3.7% |
| Participation rate | 60.0% | 78.6%-18.6pp | 76.5%-16.5pp | 80.3%-20.3pp |
| Annual return | 17.96% | 31.65%-13.7pp | 29.32%-11.4pp | 561.29%-543.3pp |
| Employer contribution / active EE | $754 | $3,615-79.1% | $3,023-75.1% | $4,660-83.8% |
| Participant deferral / active EE | $2,138 | $5,731-62.7% | $5,053-57.7% | $6,688-68.0% |
| Admin fee / account holder | $14,716 | $13,326+10.4% | $9,451+55.7% | $13,397+9.8% |