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 3-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 | $177,407 | $114,381+55.1% | $107,525+65.0% | $142,382+24.6% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.1%-45.1pp | 80.1%-50.1pp |
| Annual return | 27.32% | 242.71%-215.4pp | 181.32%-154.0pp | 217.08%-189.8pp |
| Employer contribution / active EE | $761 | $4,015-81.1% | $3,754-79.7% | $4,299-82.3% |
| Participant deferral / active EE | $1,511 | $5,564-72.8% | $5,116-70.5% | $6,507-76.8% |
| Admin fee / account holder | $1,385 | $9,860-86.0% | $8,919-84.5% | $12,624-89.0% |