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 | $168,004 | $80,673+108.3% | $101,326+65.8% | $84,808+98.1% |
| Participation rate | 67.9% | 77.8%-9.9pp | 81.5%-13.6pp | 68.3%-0.4pp |
| Annual return | 15.41% | 38.95%-23.5pp | 36.82%-21.4pp | 40.90%-25.5pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $10,019 | $6,840+46.5% | $7,994+25.3% | $4,212+137.9% |
| Admin fee / account holder | $10,282 | $12,784-19.6% | $11,185-8.1% | $7,344+40.0% |