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 | $161,506 | $89,753+79.9% | $107,525+50.2% | $84,808+90.4% |
| Participation rate | 40.3% | 68.1%-27.8pp | 75.1%-34.8pp | 68.3%-28.0pp |
| Annual return | 15.14% | 29.48%-14.3pp | 181.32%-166.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $641 | $3,113-79.4% | $3,754-82.9% | $2,631-75.7% |
| Participant deferral / active EE | $3,476 | $4,056-14.3% | $5,116-32.1% | $4,212-17.5% |
| Admin fee / account holder | $3,481 | $7,222-51.8% | $8,919-61.0% | $7,344-52.6% |