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 | $72,137 | $52,580+37.2% | $71,671+0.6% | $70,131+2.9% |
| Participation rate | 22.9% | 60.9%-38.0pp | 68.7%-45.8pp | 69.5%-46.6pp |
| Annual return | 20.84% | 20.25%+0.6pp | 20.65%+0.2pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,211 | $2,386-49.2% | $3,438-64.8% | $3,332-63.6% |
| Admin fee / account holder | $464 | $3,653-87.3% | $5,558-91.7% | $4,645-90.0% |