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 | $101,688 | $76,050+33.7% | $96,544+5.3% | $71,457+42.3% |
| Participation rate | 39.3% | 74.4%-35.1pp | 76.0%-36.7pp | 67.9%-28.6pp |
| Annual return | 14.70% | 22.81%-8.1pp | 25.84%-11.1pp | 28.85%-14.1pp |
| Employer contribution / active EE | $286 | $2,244-87.3% | $2,965-90.3% | $2,588-88.9% |
| Participant deferral / active EE | $2,820 | $4,215-33.1% | $4,851-41.9% | $4,289-34.2% |
| Admin fee / account holder | $14,495 | $2,707+435.5% | $8,252+75.7% | $1,587+813.2% |