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 | $111,122 | $65,041+70.8% | $90,951+22.2% | $79,858+39.2% |
| Participation rate | 45.1% | 61.6%-16.5pp | 69.0%-23.9pp | 69.6%-24.5pp |
| Annual return | 15.01% | 30.45%-15.4pp | 134.60%-119.6pp | 31.71%-16.7pp |
| Employer contribution / active EE | $6 | $1,247-99.5% | $2,122-99.7% | $2,471-99.7% |
| Participant deferral / active EE | $3,054 | $2,512+21.6% | $3,373-9.4% | $3,740-18.3% |
| Admin fee / account holder | $6,056 | $4,536+33.5% | $5,959+1.6% | $5,306+14.1% |