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 | $145,963 | $60,022+143.2% | $88,946+64.1% | $84,808+72.1% |
| Participation rate | 44.2% | 57.8%-13.7pp | 68.8%-24.7pp | 68.3%-24.1pp |
| Annual return | 14.27% | 22.43%-8.2pp | 57.82%-43.5pp | 40.90%-26.6pp |
| Employer contribution / active EE | $0 | $1,703-100.0% | $2,555-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,296 | $3,114+38.0% | $4,581-6.2% | $4,212+2.0% |
| Admin fee / account holder | $26,992 | $4,811+461.0% | $8,261+226.7% | $7,344+267.5% |