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 | $114,203 | $91,552+24.7% | $133,956-14.7% | $79,858+43.0% |
| Participation rate | 66.0% | 73.3%-7.3pp | 79.8%-13.8pp | 69.6%-3.6pp |
| Annual return | 17.92% | 61.85%-43.9pp | 45.09%-27.2pp | 31.71%-13.8pp |
| Employer contribution / active EE | $322 | $2,384-86.5% | $3,919-91.8% | $2,471-87.0% |
| Participant deferral / active EE | $2,083 | $3,733-44.2% | $5,048-58.7% | $3,740-44.3% |
| Admin fee / account holder | $5,686 | $6,321-10.0% | $8,927-36.3% | $5,306+7.2% |