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 | $119,805 | $65,365+83.3% | $92,893+29.0% | $72,985+64.2% |
| Participation rate | 53.0% | 68.3%-15.3pp | 76.0%-23.0pp | 69.5%-16.5pp |
| Annual return | 19.85% | 42.10%-22.3pp | 109.41%-89.6pp | 81.00%-61.2pp |
| Employer contribution / active EE | $489 | $2,594-81.2% | $3,653-86.6% | $2,440-80.0% |
| Participant deferral / active EE | $3,241 | $3,128+3.6% | $4,236-23.5% | $3,607-10.2% |
| Admin fee / account holder | $2,363 | $4,251-44.4% | $5,794-59.2% | $5,124-53.9% |