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 | $121,729 | $95,803+27.1% | $113,168+7.6% | $84,808+43.5% |
| Participation rate | 48.4% | 72.9%-24.5pp | 76.6%-28.2pp | 68.3%-19.9pp |
| Annual return | 12.70% | 25.00%-12.3pp | 24.27%-11.6pp | 40.90%-28.2pp |
| Employer contribution / active EE | $454 | $2,360-80.7% | $2,975-84.7% | $2,631-82.7% |
| Participant deferral / active EE | $3,831 | $4,242-9.7% | $5,107-25.0% | $4,212-9.0% |
| Admin fee / account holder | $33,532 | $8,989+273.0% | $12,068+177.9% | $7,344+356.6% |