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 | $150,750 | $81,460+85.1% | $103,333+45.9% | $80,856+86.4% |
| Participation rate | 60.7% | 66.8%-6.1pp | 74.5%-13.8pp | 67.6%-6.9pp |
| Annual return | 26.66% | 25.55%+1.1pp | 24.88%+1.8pp | 35.59%-8.9pp |
| Employer contribution / active EE | $650 | $3,105-79.1% | $3,868-83.2% | $2,755-76.4% |
| Participant deferral / active EE | $3,509 | $3,869-9.3% | $5,057-30.6% | $4,296-18.3% |
| Admin fee / account holder | $17,514 | $6,566+166.7% | $8,355+109.6% | $6,918+153.2% |