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 | $97,643 | $58,512+66.9% | $84,015+16.2% | $72,985+33.8% |
| Participation rate | 37.0% | 61.2%-24.2pp | 69.0%-32.0pp | 69.5%-32.4pp |
| Annual return | 17.43% | 28.93%-11.5pp | 71.31%-53.9pp | 81.00%-63.6pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,983-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,606 | $2,394+8.9% | $3,239-19.5% | $3,607-27.8% |
| Admin fee / account holder | $8,807 | $4,569+92.8% | $6,101+44.4% | $5,124+71.9% |