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 | $138,239 | $93,346+48.1% | $71,796+92.5% | $273,961-49.5% |
| Participation rate | 58.8% | 76.5%-17.7pp | 69.1%-10.3pp | 83.0%-24.2pp |
| Annual return | 2.51% | 130.39%-127.9pp | 78.04%-75.5pp | 41.45%-38.9pp |
| Employer contribution / active EE | $58 | $2,733-97.9% | $1,924-97.0% | $4,869-98.8% |
| Participant deferral / active EE | $4,170 | $3,475+20.0% | $2,794+49.2% | $5,287-21.1% |
| Admin fee / account holder | $36,337 | $6,571+453.0% | $4,815+654.7% | $10,132+258.6% |