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 | $130,617 | $80,673+61.9% | $101,326+28.9% | $84,808+54.0% |
| Participation rate | 39.2% | 77.8%-38.6pp | 81.5%-42.3pp | 68.3%-29.1pp |
| Annual return | 20.83% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.1pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,665-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $6,301 | $6,840-7.9% | $7,994-21.2% | $4,212+49.6% |
| Admin fee / account holder | $41,677 | $12,784+226.0% | $11,185+272.6% | $7,344+467.5% |