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 | $207,188 | $127,065+63.1% | $113,168+83.1% | $142,382+45.5% |
| Participation rate | 54.2% | 79.2%-25.0pp | 76.6%-22.4pp | 80.1%-26.0pp |
| Annual return | 16.27% | 24.03%-7.8pp | 24.27%-8.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $0 | $3,442-100.0% | $2,975-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $5,049 | $5,716-11.7% | $5,107-1.1% | $6,507-22.4% |
| Admin fee / account holder | $3,645 | $15,736-76.8% | $12,068-69.8% | $12,624-71.1% |