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 | $117,079 | $57,065+105.2% | $75,670+54.7% | $70,131+66.9% |
| Participation rate | 31.7% | 68.1%-36.4pp | 72.3%-40.6pp | 69.5%-37.8pp |
| Annual return | 14.93% | 23.57%-8.6pp | 27.34%-12.4pp | 73.14%-58.2pp |
| Employer contribution / active EE | $0 | $1,817-100.0% | $2,352-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,620 | $2,580+40.3% | $3,142+15.2% | $3,332+8.7% |
| Admin fee / account holder | $11,138 | $3,825+191.2% | $5,800+92.0% | $4,645+139.8% |