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 | $194,022 | $86,944+123.2% | $107,525+80.4% | $74,304+161.1% |
| Participation rate | 68.6% | 59.6%+9.0pp | 75.1%-6.5pp | 60.3%+8.2pp |
| Annual return | 16.04% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $572 | $2,757-79.3% | $3,754-84.8% | $2,241-74.5% |
| Participant deferral / active EE | $8,892 | $3,554+150.2% | $5,116+73.8% | $3,767+136.0% |
| Admin fee / account holder | $5,981 | $3,727+60.5% | $8,919-32.9% | $2,969+101.4% |