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 | $163,384 | $95,803+70.5% | $113,168+44.4% | $84,808+92.7% |
| Participation rate | 44.6% | 72.9%-28.2pp | 76.6%-31.9pp | 68.3%-23.7pp |
| Annual return | 14.76% | 25.00%-10.2pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $5,706 | $4,242+34.5% | $5,107+11.7% | $4,212+35.5% |
| Admin fee / account holder | $4,772 | $8,989-46.9% | $12,068-60.5% | $7,344-35.0% |