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 | $224,045 | $132,049+69.7% | $200,582+11.7% | $74,304+201.5% |
| Participation rate | 48.5% | 84.1%-35.6pp | 86.9%-38.4pp | 60.3%-11.9pp |
| Annual return | 14.64% | 22.22%-7.6pp | 42.33%-27.7pp | 29.43%-14.8pp |
| Employer contribution / active EE | $567 | $4,558-87.6% | $6,419-91.2% | $2,241-74.7% |
| Participant deferral / active EE | $4,071 | $7,213-43.6% | $9,331-56.4% | $3,767+8.1% |
| Admin fee / account holder | $7,203 | $2,405+199.5% | $16,305-55.8% | $2,969+142.6% |