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 4-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 | $142,456 | $86,929+63.9% | $102,423+39.1% | $80,856+76.2% |
| Participation rate | 31.0% | 72.4%-41.3pp | 76.5%-45.5pp | 67.6%-36.6pp |
| Annual return | 18.44% | 18.88%-0.4pp | 29.32%-10.9pp | 35.59%-17.2pp |
| Employer contribution / active EE | $246 | $2,369-89.6% | $3,023-91.9% | $2,755-91.1% |
| Participant deferral / active EE | $2,383 | $4,118-42.1% | $5,053-52.8% | $4,296-44.5% |
| Admin fee / account holder | $73,318 | $8,049+810.9% | $9,451+675.8% | $6,918+959.8% |