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 | $148,229 | $127,065+16.7% | $113,168+31.0% | $142,382+4.1% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 18.15% | 24.03%-5.9pp | 24.27%-6.1pp | 217.08%-198.9pp |
| Employer contribution / active EE | $789 | $3,442-77.1% | $2,975-73.5% | $4,299-81.6% |
| Participant deferral / active EE | $4,941 | $5,716-13.6% | $5,107-3.3% | $6,507-24.1% |
| Admin fee / account holder | $1,701 | $15,736-89.2% | $12,068-85.9% | $12,624-86.5% |