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 9-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 | $116,494 | $67,606+72.3% | $82,313+41.5% | $70,131+66.1% |
| Participation rate | 60.8% | 72.8%-12.0pp | 76.9%-16.1pp | 69.5%-8.8pp |
| Annual return | 18.03% | 21.57%-3.5pp | 25.88%-7.8pp | 73.14%-55.1pp |
| Employer contribution / active EE | $328 | $1,755-81.3% | $2,428-86.5% | $2,342-86.0% |
| Participant deferral / active EE | $2,646 | $2,987-11.4% | $3,706-28.6% | $3,332-20.6% |
| Admin fee / account holder | $7,993 | $4,512+77.1% | $5,608+42.5% | $4,645+72.1% |