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 | $135,889 | $86,929+56.3% | $102,423+32.7% | $80,856+68.1% |
| Participation rate | 46.7% | 72.4%-25.7pp | 76.5%-29.8pp | 67.6%-21.0pp |
| Annual return | 18.00% | 18.88%-0.9pp | 29.32%-11.3pp | 35.59%-17.6pp |
| Employer contribution / active EE | $540 | $2,369-77.2% | $3,023-82.1% | $2,755-80.4% |
| Participant deferral / active EE | $2,536 | $4,118-38.4% | $5,053-49.8% | $4,296-41.0% |
| Admin fee / account holder | $24,838 | $8,049+208.6% | $9,451+162.8% | $6,918+259.0% |