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 | $113,032 | $78,485+44.0% | $106,213+6.4% | $74,495+51.7% |
| Participation rate | 31.8% | 72.8%-41.1pp | 75.3%-43.5pp | 67.2%-35.4pp |
| Annual return | 12.30% | 15.95%-3.6pp | 116.14%-103.8pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $607 | $2,523-75.9% | $3,171-80.9% | $2,623-76.9% |
| Participant deferral / active EE | $2,044 | $4,322-52.7% | $5,016-59.2% | $4,346-53.0% |
| Admin fee / account holder | $8,591 | $2,232+284.9% | $11,033-22.1% | $1,942+342.4% |