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 | $164,309 | $63,355+159.3% | $91,989+78.6% | $72,985+125.1% |
| Participation rate | 51.9% | 72.5%-20.7pp | 78.6%-26.8pp | 69.5%-17.6pp |
| Annual return | 20.78% | 35.35%-14.6pp | 69.02%-48.2pp | 81.00%-60.2pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,809 | $4,883+19.0% | $5,923-1.9% | $3,607+61.0% |
| Admin fee / account holder | $15,127 | $4,668+224.0% | $7,743+95.4% | $5,124+195.2% |