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 | $124,601 | $56,897+119.0% | $84,750+47.0% | $62,891+98.1% |
| Participation rate | 47.1% | 68.5%-21.5pp | 76.6%-29.5pp | 69.3%-22.2pp |
| Annual return | 6.09% | 6.30%-0.2pp | 22.78%-16.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,400-100.0% | $3,574-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,239 | $2,709+56.5% | $3,712+14.2% | $3,203+32.4% |
| Admin fee / account holder | $4,044 | $3,581+12.9% | $5,332-24.2% | $4,296-5.9% |