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 | $136,851 | $71,050+92.6% | $93,606+46.2% | $80,856+69.3% |
| Participation rate | 40.0% | 60.4%-20.4pp | 68.7%-28.7pp | 67.6%-27.6pp |
| Annual return | 17.13% | 11.26%+5.9pp | 133.20%-116.1pp | 35.59%-18.5pp |
| Employer contribution / active EE | $176 | $1,564-88.8% | $2,420-92.7% | $2,755-93.6% |
| Participant deferral / active EE | $1,757 | $4,034-56.5% | $4,411-60.2% | $4,296-59.1% |
| Admin fee / account holder | $10,453 | $6,945+50.5% | $8,285+26.2% | $6,918+51.1% |