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 | $201,370 | $73,933+172.4% | $96,683+108.3% | $75,163+167.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 74.3%-41.0pp | 67.2%-33.9pp |
| Annual return | 23.91% | 26.70%-2.8pp | 35.69%-11.8pp | 160.62%-136.7pp |
| Employer contribution / active EE | $497 | $2,928-83.0% | $3,737-86.7% | $2,670-81.4% |
| Participant deferral / active EE | $2,886 | $3,659-21.1% | $4,878-40.8% | $4,125-30.0% |
| Admin fee / account holder | $4,130 | $5,216-20.8% | $6,730-38.6% | $5,651-26.9% |