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 5-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 | $183,297 | $114,381+60.3% | $107,525+70.5% | $142,382+28.7% |
| Participation rate | 16.7% | 78.1%-61.5pp | 75.1%-58.4pp | 80.1%-63.5pp |
| Annual return | 20.90% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $800 | $4,015-80.1% | $3,754-78.7% | $4,299-81.4% |
| Participant deferral / active EE | $3,917 | $5,564-29.6% | $5,116-23.4% | $6,507-39.8% |
| Admin fee / account holder | $759 | $9,860-92.3% | $8,919-91.5% | $12,624-94.0% |