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 | $112,927 | $101,724+11.0% | $164,813-31.5% | $80,856+39.7% |
| Participation rate | 37.3% | 71.8%-34.5pp | 78.6%-41.3pp | 67.6%-30.4pp |
| Annual return | 16.34% | 16.72%-0.4pp | 69.93%-53.6pp | 35.59%-19.3pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,341-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $4,122 | $4,477-7.9% | $6,031-31.7% | $4,296-4.0% |
| Admin fee / account holder | $2,226 | $8,227-72.9% | $12,690-82.5% | $6,918-67.8% |