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 | $145,656 | $74,927+94.4% | $101,794+43.1% | $84,808+71.7% |
| Participation rate | 27.5% | 61.4%-33.9pp | 69.2%-41.7pp | 68.3%-40.8pp |
| Annual return | 14.45% | 18.70%-4.2pp | 30.53%-16.1pp | 40.90%-26.4pp |
| Employer contribution / active EE | $178 | $1,522-88.3% | $2,289-92.2% | $2,631-93.2% |
| Participant deferral / active EE | $2,046 | $3,099-34.0% | $4,084-49.9% | $4,212-51.4% |
| Admin fee / account holder | $27,625 | $6,514+324.1% | $8,777+214.7% | $7,344+276.2% |