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 | $103,116 | $58,512+76.2% | $84,015+22.7% | $72,985+41.3% |
| Participation rate | 51.1% | 61.2%-10.2pp | 69.0%-17.9pp | 69.5%-18.4pp |
| Annual return | 22.40% | 28.93%-6.5pp | 71.31%-48.9pp | 81.00%-58.6pp |
| Employer contribution / active EE | $30 | $1,163-97.4% | $1,983-98.5% | $2,440-98.8% |
| Participant deferral / active EE | $1,617 | $2,394-32.5% | $3,239-50.1% | $3,607-55.2% |
| Admin fee / account holder | $12,213 | $4,569+167.3% | $6,101+100.2% | $5,124+138.3% |