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 | $136,064 | $87,870+54.8% | $113,168+20.2% | $74,304+83.1% |
| Participation rate | 47.9% | 70.7%-22.8pp | 76.6%-28.7pp | 60.3%-12.5pp |
| Annual return | 17.49% | 26.44%-8.9pp | 24.27%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $551 | $2,277-75.8% | $2,975-81.5% | $2,241-75.4% |
| Participant deferral / active EE | $2,508 | $4,241-40.9% | $5,107-50.9% | $3,767-33.4% |
| Admin fee / account holder | $6,822 | $3,368+102.5% | $12,068-43.5% | $2,969+129.8% |