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 | $110,033 | $91,407+20.4% | $135,903-19.0% | $71,457+54.0% |
| Participation rate | 32.1% | 75.7%-43.5pp | 81.9%-49.8pp | 67.9%-35.8pp |
| Annual return | 18.75% | 29.90%-11.1pp | 68.23%-49.5pp | 28.85%-10.1pp |
| Employer contribution / active EE | $361 | $3,703-90.3% | $4,856-92.6% | $2,588-86.1% |
| Participant deferral / active EE | $6,459 | $7,092-8.9% | $7,758-16.7% | $4,289+50.6% |
| Admin fee / account holder | $7,732 | $1,266+510.8% | $10,762-28.2% | $1,587+387.1% |