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 | $144,066 | $58,523+146.2% | $99,443+44.9% | $72,985+97.4% |
| Participation rate | 19.8% | 64.6%-44.8pp | 73.8%-54.1pp | 69.5%-49.7pp |
| Annual return | 17.52% | 28.51%-11.0pp | 30.72%-13.2pp | 81.00%-63.5pp |
| Employer contribution / active EE | $117 | $1,512-92.3% | $2,540-95.4% | $2,440-95.2% |
| Participant deferral / active EE | $1,321 | $2,606-49.3% | $3,619-63.5% | $3,607-63.4% |
| Admin fee / account holder | $2,379 | $4,102-42.0% | $6,250-61.9% | $5,124-53.6% |