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 | $91,954 | $56,110+63.9% | $94,993-3.2% | $70,131+31.1% |
| Participation rate | 23.5% | 65.0%-41.5pp | 73.9%-50.4pp | 69.5%-46.1pp |
| Annual return | 13.45% | 51.02%-37.6pp | 27.12%-13.7pp | 73.14%-59.7pp |
| Employer contribution / active EE | $135 | $1,442-90.6% | $2,603-94.8% | $2,342-94.2% |
| Participant deferral / active EE | $1,456 | $2,391-39.1% | $3,317-56.1% | $3,332-56.3% |
| Admin fee / account holder | $4,582 | $3,456+32.6% | $4,960-7.6% | $4,645-1.4% |