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 | $162,749 | $79,944+103.6% | $98,439+65.3% | $75,163+116.5% |
| Participation rate | 28.6% | 70.4%-41.8pp | 75.2%-46.6pp | 67.2%-38.6pp |
| Annual return | 16.20% | 19.75%-3.5pp | 21.16%-5.0pp | 160.62%-144.4pp |
| Employer contribution / active EE | $494 | $2,264-78.2% | $3,048-83.8% | $2,670-81.5% |
| Participant deferral / active EE | $2,254 | $3,752-39.9% | $4,738-52.4% | $4,125-45.4% |
| Admin fee / account holder | $3,918 | $6,840-42.7% | $8,948-56.2% | $5,651-30.7% |