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 | $223,417 | $127,065+75.8% | $113,168+97.4% | $142,382+56.9% |
| Participation rate | 55.6% | 79.2%-23.6pp | 76.6%-21.0pp | 80.1%-24.6pp |
| Annual return | 17.67% | 24.03%-6.4pp | 24.27%-6.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $134 | $3,442-96.1% | $2,975-95.5% | $4,299-96.9% |
| Participant deferral / active EE | $4,568 | $5,716-20.1% | $5,107-10.6% | $6,507-29.8% |
| Admin fee / account holder | $9,760 | $15,736-38.0% | $12,068-19.1% | $12,624-22.7% |