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 | $206,463 | $89,753+130.0% | $107,525+92.0% | $84,808+143.4% |
| Participation rate | 50.0% | 68.1%-18.1pp | 75.1%-25.1pp | 68.3%-18.3pp |
| Annual return | 14.29% | 29.48%-15.2pp | 181.32%-167.0pp | 40.90%-26.6pp |
| Employer contribution / active EE | $477 | $3,113-84.7% | $3,754-87.3% | $2,631-81.9% |
| Participant deferral / active EE | $3,764 | $4,056-7.2% | $5,116-26.4% | $4,212-10.6% |
| Admin fee / account holder | $19,845 | $7,222+174.8% | $8,919+122.5% | $7,344+170.2% |