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 | $105,821 | $92,222+14.7% | $76,768+37.8% | $135,375-21.8% |
| Participation rate | 66.7% | 79.8%-13.1pp | 77.0%-10.3pp | 82.6%-16.0pp |
| Annual return | 7.36% | 5.46%+1.9pp | 2.43%+4.9pp | 519.73%-512.4pp |
| Employer contribution / active EE | $481 | $3,216-85.1% | $2,485-80.7% | $4,779-89.9% |
| Participant deferral / active EE | $4,318 | $4,509-4.2% | $3,852+12.1% | $5,609-23.0% |
| Admin fee / account holder | $574 | $10,748-94.7% | $6,675-91.4% | $10,827-94.7% |