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 | $146,072 | $89,753+62.7% | $107,525+35.8% | $84,808+72.2% |
| Participation rate | 51.0% | 68.1%-17.0pp | 75.1%-24.1pp | 68.3%-17.3pp |
| Annual return | 13.75% | 29.48%-15.7pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $384 | $3,113-87.7% | $3,754-89.8% | $2,631-85.4% |
| Participant deferral / active EE | $2,641 | $4,056-34.9% | $5,116-48.4% | $4,212-37.3% |
| Admin fee / account holder | $7,507 | $7,222+3.9% | $8,919-15.8% | $7,344+2.2% |