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 | $209,685 | $58,512+258.4% | $84,015+149.6% | $72,985+187.3% |
| Participation rate | 52.9% | 61.2%-8.4pp | 69.0%-16.2pp | 69.5%-16.6pp |
| Annual return | 21.51% | 28.93%-7.4pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $153 | $1,163-86.9% | $1,983-92.3% | $2,440-93.7% |
| Participant deferral / active EE | $4,296 | $2,394+79.5% | $3,239+32.6% | $3,607+19.1% |
| Admin fee / account holder | $5,024 | $4,569+10.0% | $6,101-17.6% | $5,124-2.0% |