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 | $189,479 | $115,882+63.5% | $100,516+88.5% | $158,922+19.2% |
| Participation rate | 54.2% | 81.6%-27.4pp | 79.4%-25.2pp | 82.0%-27.8pp |
| Annual return | 11.10% | 34.79%-23.7pp | 30.89%-19.8pp | 302.83%-291.7pp |
| Employer contribution / active EE | $0 | $4,103-100.0% | $3,418-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $5,163 | $6,674-22.6% | $6,270-17.7% | $5,982-13.7% |
| Admin fee / account holder | $13,536 | $10,995+23.1% | $8,081+67.5% | $11,246+20.4% |