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 | $177,067 | $63,355+179.5% | $91,989+92.5% | $72,985+142.6% |
| Participation rate | 55.2% | 72.5%-17.3pp | 78.6%-23.5pp | 69.5%-14.3pp |
| Annual return | 19.63% | 35.35%-15.7pp | 69.02%-49.4pp | 81.00%-61.4pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,133 | $4,883+5.1% | $5,923-13.3% | $3,607+42.3% |
| Admin fee / account holder | $814 | $4,668-82.6% | $7,743-89.5% | $5,124-84.1% |