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 | $200,181 | $72,012+178.0% | $185,823+7.7% | $79,858+150.7% |
| Participation rate | 44.4% | 65.8%-21.3pp | 78.0%-33.6pp | 69.6%-25.2pp |
| Annual return | 12.90% | 23.12%-10.2pp | 35.95%-23.1pp | 31.71%-18.8pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,113 | $3,779-17.6% | $5,632-44.7% | $3,740-16.8% |
| Admin fee / account holder | $326 | $4,513-92.8% | $9,500-96.6% | $5,306-93.9% |