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 | $128,389 | $68,719+86.8% | $91,541+40.3% | $84,808+51.4% |
| Participation rate | 39.7% | 64.5%-24.8pp | 69.8%-30.1pp | 68.3%-28.6pp |
| Annual return | 14.48% | 19.12%-4.6pp | 20.50%-6.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $343 | $1,920-82.2% | $2,505-86.3% | $2,631-87.0% |
| Participant deferral / active EE | $2,410 | $3,136-23.1% | $4,008-39.9% | $4,212-42.8% |
| Admin fee / account holder | $28,934 | $5,786+400.0% | $6,956+315.9% | $7,344+294.0% |