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 | $146,134 | $95,803+52.5% | $113,168+29.1% | $84,808+72.3% |
| Participation rate | 45.1% | 72.9%-27.8pp | 76.6%-31.5pp | 68.3%-23.2pp |
| Annual return | 12.66% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $0 | $2,360-100.0% | $2,975-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $3,393 | $4,242-20.0% | $5,107-33.6% | $4,212-19.4% |
| Admin fee / account holder | $27,843 | $8,989+209.7% | $12,068+130.7% | $7,344+279.1% |