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 | $105,153 | $66,098+59.1% | $101,794+3.3% | $74,304+41.5% |
| Participation rate | 29.3% | 53.8%-24.5pp | 69.2%-39.9pp | 60.3%-31.1pp |
| Annual return | 13.98% | 19.59%-5.6pp | 30.53%-16.5pp | 29.43%-15.5pp |
| Employer contribution / active EE | $0 | $1,082-100.0% | $2,289-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,589 | $2,781-42.9% | $4,084-61.1% | $3,767-57.8% |
| Admin fee / account holder | $3,342 | $4,146-19.4% | $8,777-61.9% | $2,969+12.6% |