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 9-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 | $129,145 | $101,724+27.0% | $164,813-21.6% | $80,856+59.7% |
| Participation rate | 33.0% | 71.8%-38.9pp | 78.6%-45.6pp | 67.6%-34.7pp |
| Annual return | 15.49% | 16.72%-1.2pp | 69.93%-54.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $3,605 | $4,477-19.5% | $6,031-40.2% | $4,296-16.1% |
| Admin fee / account holder | $23,086 | $8,227+180.6% | $12,690+81.9% | $6,918+233.7% |