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 | $148,702 | $86,929+71.1% | $102,423+45.2% | $80,856+83.9% |
| Participation rate | 41.5% | 72.4%-30.9pp | 76.5%-35.0pp | 67.6%-26.2pp |
| Annual return | 14.22% | 18.88%-4.7pp | 29.32%-15.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $318 | $2,369-86.6% | $3,023-89.5% | $2,755-88.5% |
| Participant deferral / active EE | $2,645 | $4,118-35.8% | $5,053-47.7% | $4,296-38.4% |
| Admin fee / account holder | $20,627 | $8,049+156.3% | $9,451+118.3% | $6,918+198.2% |