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 | $124,617 | $74,927+66.3% | $101,794+22.4% | $84,808+46.9% |
| Participation rate | 57.7% | 61.4%-3.7pp | 69.2%-11.5pp | 68.3%-10.6pp |
| Annual return | 15.43% | 18.70%-3.3pp | 30.53%-15.1pp | 40.90%-25.5pp |
| Employer contribution / active EE | $318 | $1,522-79.1% | $2,289-86.1% | $2,631-87.9% |
| Participant deferral / active EE | $1,641 | $3,099-47.0% | $4,084-59.8% | $4,212-61.0% |
| Admin fee / account holder | $686 | $6,514-89.5% | $8,777-92.2% | $7,344-90.7% |