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 | $172,815 | $89,753+92.5% | $107,525+60.7% | $84,808+103.8% |
| Participation rate | 28.6% | 68.1%-39.5pp | 75.1%-46.5pp | 68.3%-39.7pp |
| Annual return | 13.32% | 29.48%-16.2pp | 181.32%-168.0pp | 40.90%-27.6pp |
| Employer contribution / active EE | $151 | $3,113-95.2% | $3,754-96.0% | $2,631-94.3% |
| Participant deferral / active EE | $2,515 | $4,056-38.0% | $5,116-50.8% | $4,212-40.3% |
| Admin fee / account holder | $23,288 | $7,222+222.5% | $8,919+161.1% | $7,344+217.1% |