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 | $188,010 | $81,460+130.8% | $103,333+81.9% | $80,856+132.5% |
| Participation rate | 65.3% | 66.8%-1.6pp | 74.5%-9.2pp | 67.6%-2.4pp |
| Annual return | 16.13% | 25.55%-9.4pp | 24.88%-8.8pp | 35.59%-19.5pp |
| Employer contribution / active EE | $177 | $3,105-94.3% | $3,868-95.4% | $2,755-93.6% |
| Participant deferral / active EE | $4,538 | $3,869+17.3% | $5,057-10.3% | $4,296+5.6% |
| Admin fee / account holder | $13,078 | $6,566+99.2% | $8,355+56.5% | $6,918+89.0% |