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 | $138,486 | $95,266+45.4% | $82,389+68.1% | $142,382-2.7% |
| Participation rate | 63.2% | 74.5%-11.3pp | 69.5%-6.4pp | 80.1%-17.0pp |
| Annual return | 15.50% | 25.74%-10.2pp | 28.67%-13.2pp | 217.08%-201.6pp |
| Employer contribution / active EE | $486 | $2,991-83.8% | $2,517-80.7% | $4,299-88.7% |
| Participant deferral / active EE | $4,273 | $4,809-11.1% | $4,155+2.9% | $6,507-34.3% |
| Admin fee / account holder | $17,301 | $8,563+102.0% | $7,231+139.3% | $12,624+37.1% |