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 | $234,931 | $81,460+188.4% | $103,333+127.4% | $80,856+190.6% |
| Participation rate | 32.3% | 66.8%-34.6pp | 74.5%-42.3pp | 67.6%-35.4pp |
| Annual return | 23.43% | 25.55%-2.1pp | 24.88%-1.5pp | 35.59%-12.2pp |
| Employer contribution / active EE | $484 | $3,105-84.4% | $3,868-87.5% | $2,755-82.4% |
| Participant deferral / active EE | $2,790 | $3,869-27.9% | $5,057-44.8% | $4,296-35.0% |
| Admin fee / account holder | $4,448 | $6,566-32.3% | $8,355-46.8% | $6,918-35.7% |