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 | $77,419 | $53,018+46.0% | $70,014+10.6% | $62,891+23.1% |
| Participation rate | 57.1% | 67.2%-10.1pp | 71.8%-14.7pp | 69.3%-12.2pp |
| Annual return | 15.11% | 13.35%+1.8pp | 12.99%+2.1pp | 20.14%-5.0pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,338-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $5,563 | $2,395+132.3% | $2,931+89.8% | $3,203+73.7% |
| Admin fee / account holder | $4,475 | $3,690+21.3% | $4,380+2.2% | $4,296+4.2% |