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 | $88,486 | $56,897+55.5% | $84,750+4.4% | $62,891+40.7% |
| Participation rate | 67.5% | 68.5%-1.0pp | 76.6%-9.1pp | 69.3%-1.8pp |
| Annual return | 12.41% | 6.30%+6.1pp | 22.78%-10.4pp | 20.14%-7.7pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,980 | $2,709+83.8% | $3,712+34.2% | $3,203+55.5% |
| Admin fee / account holder | $5,189 | $3,581+44.9% | $5,332-2.7% | $4,296+20.8% |