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 | $132,994 | $95,803+38.8% | $113,168+17.5% | $84,808+56.8% |
| Participation rate | 52.3% | 72.9%-20.6pp | 76.6%-24.3pp | 68.3%-16.0pp |
| Annual return | 17.57% | 25.00%-7.4pp | 24.27%-6.7pp | 40.90%-23.3pp |
| Employer contribution / active EE | $325 | $2,360-86.2% | $2,975-89.1% | $2,631-87.6% |
| Participant deferral / active EE | $2,774 | $4,242-34.6% | $5,107-45.7% | $4,212-34.1% |
| Admin fee / account holder | $7,156 | $8,989-20.4% | $12,068-40.7% | $7,344-2.6% |