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 | $217,274 | $117,025+85.7% | $91,541+137.4% | $85,563+153.9% |
| Participation rate | 12.2% | 64.2%-52.0pp | 69.8%-57.5pp | 66.0%-53.7pp |
| Annual return | 17.03% | 18.02%-1.0pp | 20.50%-3.5pp | 31.51%-14.5pp |
| Employer contribution / active EE | $466 | $2,120-78.0% | $2,505-81.4% | $2,654-82.4% |
| Participant deferral / active EE | $1,234 | $3,446-64.2% | $4,008-69.2% | $4,375-71.8% |
| Admin fee / account holder | $3,264 | $1,242+162.9% | $6,956-53.1% | $834+291.3% |