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 | $169,274 | $106,515+58.9% | $96,683+75.1% | $139,434+21.4% |
| Participation rate | 30.8% | 77.8%-47.1pp | 74.3%-43.6pp | 80.3%-49.5pp |
| Annual return | 18.30% | 38.43%-20.1pp | 35.69%-17.4pp | 372.94%-354.6pp |
| Employer contribution / active EE | $580 | $4,103-85.9% | $3,737-84.5% | $4,751-87.8% |
| Participant deferral / active EE | $3,979 | $5,454-27.0% | $4,878-18.4% | $6,710-40.7% |
| Admin fee / account holder | $898 | $7,877-88.6% | $6,730-86.7% | $11,403-92.1% |