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 | $197,725 | $73,933+167.4% | $96,683+104.5% | $75,163+163.1% |
| Participation rate | 29.4% | 66.4%-37.0pp | 74.3%-44.9pp | 67.2%-37.8pp |
| Annual return | 16.39% | 26.70%-10.3pp | 35.69%-19.3pp | 160.62%-144.2pp |
| Employer contribution / active EE | $659 | $2,928-77.5% | $3,737-82.4% | $2,670-75.3% |
| Participant deferral / active EE | $2,151 | $3,659-41.2% | $4,878-55.9% | $4,125-47.8% |
| Admin fee / account holder | $1,405 | $5,216-73.1% | $6,730-79.1% | $5,651-75.1% |