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 6-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 | $159,508 | $101,724+56.8% | $164,813-3.2% | $80,856+97.3% |
| Participation rate | 50.5% | 71.8%-21.3pp | 78.6%-28.1pp | 67.6%-17.1pp |
| Annual return | 11.62% | 16.72%-5.1pp | 69.93%-58.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $460 | $2,953-84.4% | $4,341-89.4% | $2,755-83.3% |
| Participant deferral / active EE | $5,104 | $4,477+14.0% | $6,031-15.4% | $4,296+18.8% |
| Admin fee / account holder | $2,221 | $8,227-73.0% | $12,690-82.5% | $6,918-67.9% |