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 | $155,590 | $142,405+9.3% | $115,157+35.1% | $152,861+1.8% |
| Participation rate | 31.6% | 82.4%-50.8pp | 75.9%-44.3pp | 82.4%-50.9pp |
| Annual return | 18.22% | 41.48%-23.3pp | 35.60%-17.4pp | 345.32%-327.1pp |
| Employer contribution / active EE | $606 | $4,010-84.9% | $3,179-80.9% | $4,762-87.3% |
| Participant deferral / active EE | $2,578 | $5,164-50.1% | $4,168-38.1% | $5,850-55.9% |
| Admin fee / account holder | $1,655 | $8,462-80.4% | $7,088-76.6% | $11,596-85.7% |