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 | $136,063 | $127,065+7.1% | $113,168+20.2% | $142,382-4.4% |
| Participation rate | 50.0% | 79.2%-29.2pp | 76.6%-26.6pp | 80.1%-30.1pp |
| Annual return | 22.48% | 24.03%-1.6pp | 24.27%-1.8pp | 217.08%-194.6pp |
| Employer contribution / active EE | $471 | $3,442-86.3% | $2,975-84.2% | $4,299-89.0% |
| Participant deferral / active EE | $1,919 | $5,716-66.4% | $5,107-62.4% | $6,507-70.5% |
| Admin fee / account holder | $11,008 | $15,736-30.0% | $12,068-8.8% | $12,624-12.8% |