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 | $141,466 | $148,978-5.0% | $200,582-29.5% | $84,808+66.8% |
| Participation rate | 68.8% | 84.2%-15.4pp | 86.9%-18.1pp | 68.3%+0.5pp |
| Annual return | 14.39% | 28.16%-13.8pp | 42.33%-27.9pp | 40.90%-26.5pp |
| Employer contribution / active EE | $918 | $4,815-80.9% | $6,419-85.7% | $2,631-65.1% |
| Participant deferral / active EE | $10,107 | $7,142+41.5% | $9,331+8.3% | $4,212+140.0% |
| Admin fee / account holder | $853 | $13,977-93.9% | $16,305-94.8% | $7,344-88.4% |