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 | $156,706 | $60,892+157.4% | $82,389+90.2% | $84,808+84.8% |
| Participation rate | 35.8% | 63.3%-27.4pp | 69.5%-33.7pp | 68.3%-32.5pp |
| Annual return | 16.25% | 37.29%-21.0pp | 28.67%-12.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $282 | $1,779-84.2% | $2,517-88.8% | $2,631-89.3% |
| Participant deferral / active EE | $3,634 | $3,179+14.3% | $4,155-12.5% | $4,212-13.7% |
| Admin fee / account holder | $1,423 | $5,467-74.0% | $7,231-80.3% | $7,344-80.6% |